From the start, our vision at Focus Financial Partners has been clear: we want to be the partnership of choice for entrepreneurial, growth-oriented, fiduciary wealth management firms.

Our point of distinction has also been crystal clear: we are committed to preserving the autonomy of every partner firm who joins Focus. Our pledge is to “never turn a successful entrepreneur into an employee.”

Great visions have humble beginnings. Founded in 2004, by the end of 2006 Focus had six partner firms in five states. Fast forward six years to 2012 and Focus had expanded to 22 partner firms in over 30 locations, plus a partner firm in the U.K.

We began leveraging our M&A expertise and capital to help partner firms identify attractive prospects of their own for expansion, and continued to expand our suite of value-added services including technology, talent acquisition, marketing and business development, operations and regulatory advice.

Our business model expanded also. Soon we were attracting not just independent RIAs, but also wirehouse advisory teams who wished to strike out on their own — the Focus Independence program was born.

Fast forward another six years to July of 2018, when Focus became a public company listed as FOCS on the Nasdaq stock exchange. By early 2019 it had grown to 60 partner firms in more than 30 states, plus Canada, the U.K. and Australia. As a partner firm principal said: “The future is bright, and it’s even brighter because Focus is by our side.”

Here
Arethe
Facts.

+$900M Revenue

(FY 2018)

+70 Holding Co. Professionals

Employees Dedicated to M&A and Partner Value Add

+60 Partner Firms

4 Countries

+100 Mergers & Strategic Hires

on Behalf of Partner Firms

our Team.

Ruediger (Rudy) Adolf
Ruediger (Rudy) Adolf
Founder, Chief Executive Officer & Chairman
Rajini Kodialam
Rajini Kodialam
Co-Founder & Chief Operating Officer
Leonard (Lenny) Chang
Leonard (Lenny) Chang
Co-Founder & Managing Director
Atlas
Atlas
Chief Negotiation Officer

Filters

Eric Amar
Eric Amar
Managing Director
Molly Bennard
Molly Bennard
Managing Director
Steven Canup
Steven Canup
Managing Director
Travis Danysh
Travis Danysh
Managing Director
Scott Holsopple
Scott Holsopple
Managing Director
Pradeep Jayaraman
Pradeep Jayaraman
Managing Director
Sukanya Kuruganti
Sukanya Kuruganti
Managing Director
Scott Anderson
Scott Anderson
Vice President
Morrell Daniels
Morrell Daniels
Vice President
Daniel Kilduff
Daniel Kilduff
Vice President
Wayne Lou
Wayne Lou
Vice President
Stephanie Rodgers
Stephanie Rodgers
Vice President
Varun Sanon
Varun Sanon
Vice President
Sonia Vergel
Sonia Vergel
Vice President
Conrad Adolf
Conrad Adolf
Senior Associate
Kyle Gentile
Kyle Gentile
Senior Associate
Danny Henneghan
Danny Henneghan
Senior Associate
Alec Pickering
Alec Pickering
Senior Associate
Kellie Barnum
Kellie Barnum
Associate
Mike Borges
Mike Borges
Associate
Kevin Casey
Kevin Casey
Associate
Benjamin Do
Benjamin Do
Associate
Tyler Eidel
Tyler Eidel
Associate
Michael Goldman
Michael Goldman
Associate
Kyle McGrath
Kyle McGrath
Associate
Adam Merrill
Adam Merrill
Associate
Andrew Page
Andrew Page
Associate
Cameron Stagg
Cameron Stagg
Associate
Andrew Wissell
Andrew Wissell
Associate
Joshua Bass
Joshua Bass
Analyst
Theresa Brockett
Theresa Brockett
Analyst
Queen Kamani
Queen Kamani
Executive Assistant
Wendy Ng-Lee
Wendy Ng-Lee
Executive Assistant
Amy DeTolla
Amy DeTolla
Senior Vice President
Mark Dupont
Mark Dupont
Senior Vice President
Max Mintzer
Max Mintzer
Senior Vice President
Garry Taylor
Garry Taylor
Senior Vice President
Sam Jack
Sam Jack
Associate
Xinran (Scarlet) Zhang
Xinran (Scarlet) Zhang
Associate
Wendy Ng-Lee
Wendy Ng-Lee
Executive Assistant
Russell (Rusty) McGranahan
Russell (Rusty) McGranahan
General Counsel
Anil Abraham
Anil Abraham
Associate General Counsel, Senior Vice President
Adam Karasik
Adam Karasik
Associate General Counsel, Senior Vice President
Lisa Snow
Lisa Snow
Associate General Counsel, Senior Vice President
Amrita Nangiana
Amrita Nangiana
Associate General Counsel, Vice President
Faizan Tukdi
Faizan Tukdi
Associate General Counsel, Vice President
Antonella Marotti
Antonella Marotti
Senior Manager
Colleen Adams
Colleen Adams
Legal Assistant
John Mittnacht
John Mittnacht
Chief Marketing Officer
Ilse Hamblin
Ilse Hamblin
Manager – Meetings & Events
James (Jim) Shanahan
James (Jim) Shanahan
Chief Financial Officer
Tina Madon
Tina Madon
Head of Investor Relations & Corporate Communications, Senior Vice President