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

New York

Jennifer Chang

CFA®

Lead Research Analyst

599 Lexington Ave, 14th Floor, Suite B
New York, NY 10022

Jennifer Chang
Jennifer Chang

Professional Certifications

  • CFA® – Chartered Financial Analyst®

About Jennifer

As a Lead Research Analyst, Jennifer Chang performs initial and ongoing due diligence of investment managers, specifically international long-only and private equity strategies. She also monitors macro-economic environment and assists in the analysis of client portfolios.

Prior to the merger with Focus Partners, she was an Analyst for New Providence and previously worked as an Analyst in the Asset Management Division for Oppenheimer & Co.

Jennifer has a Bachelor of Arts degree in Economics from the University of Pennsylvania. She is also a CFA charter holder.

Contact Us