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Wayne is an Associate on the business development team at Focus, with an emphasis on recruiting new partner firms and merger candidates. Additionally, Wayne helps match RIAs seeking a succession plan with the right partner through Focus Successions.
Prior to joining Focus, Wayne worked as a Vice President at First Republic Investment Management (“FRIM”), the wealth management arm of First Republic Bank located in San Francisco, CA, where he was responsible for investment research providing guidance on asset allocation decisions, fund manager due diligence, and client portfolio construction. Wayne also previously worked as a Sr. Investment Analyst at Luminous Capital, LLC until the acquisition by First Republic Bank in 2012.
Wayne is a CFA® charterholder. He received a BA in Economics and a BS in Business Administration from the Walter A. Haas School of Business at the University of California, Berkeley. In his free time, Wayne enjoys traveling, playing golf, and rock climbing.