Wealth Planning

Investments & Planning Process

Additional Solutions

Get to Know Us

About Focus Partners

Education & Insights

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. 

Events

As passionate communicators and educators, we offer a variety of programs for our clients and community.

Curated Providers

Our Lifestyle Services team embodies our mission by finding bespoke, highly qualified partners to be a resource for you every step of the way.

Institutional Services

The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

Retirement Plan for Businesses

Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

 Let's Chat

Heather Mahoney

JD

Division President

Heather Mahoney

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Heather Mahoney

Professional Certifications

  • JD – Juris Doctor

About Heather

Heather Mahoney works on strategic initiatives related to the firm’s continuing growth. Heather also participates in the firm’s Her Wealth® program.

Heather has been working in the financial services industry for more than 20 years.  Prior to joining the firm, Heather was the General Counsel and was responsible for strategic operations of GW & Wade, LLC. She also served as Chief of Staff to the CEO at GMO, LLC, an institutional asset manager, where she worked cross-functionally on matters of firm-wide importance.  Before that role, Heather led the firm’s product development effort, focusing on bringing investment funds to market, and also served as legal counsel.

Heather’s legal practice focused on matters related to the firm’s institutional investor client-base, in addition to regulatory, compliance and corporate governance matters. Heather began her career in financial services in the legal department of Wellington Management LLP. 

  • Member of the Massachusetts Bar Association
  • JD, Suffolk University Law School
  • BS, Salem State College
Contact Us