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.

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Howard Lee

Managing Director of Service, Trading & Operations

Howard Lee
Howard Lee

About Howard

As managing director of service, trading and operations, Howard oversees all aspects of client service and Focus’s integration teams, which handle all advisor account processing tasks, including transactions, trades and client interactions. He focuses on ways the team can uphold its high standards for responding in a timely way to advisor and client needs, while ensuring that accuracy and service is the highest priority.

Howard joined Focus in 2004 as an account manager in the new business division. In his time with the company, he has overseen different operational, technology and project management teams. Howard earned his bachelor’s degree in English from the University of California, Davis.

He lives in the San Francisco Bay Area with his wife and two children.

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