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 to include technology, talent acquisition, business development and marketing, 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. Today, Focus has grown to over 75 partner firms in more than 38 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.

+$1.8 Billion Revenue

(FY 2021)

~100 Holding Co. Professionals

Employees Dedicated to M&A and Partner Value Add

+85 Partner Firms

4 Countries

+250 Mergers & Strategic Hires

on Behalf of Partner Firms

our Team.

Ruediger (Rudy) Adolf
Ruediger (Rudy) Adolf
Founder, CEO & Chairman
Rajini Kodialam
Rajini Kodialam
Co-Founder, Chief Operating Officer
Leonard (Lenny) Chang
Leonard (Lenny) Chang
Co-Founder, Senior Managing Director & Head of M&A
Atlas
Atlas
Chief Negotiation Officer

Filters

Eric Amar
Eric Amar
Managing Director
Steven Canup
Steven Canup
Managing Director
Travis Danysh
Travis Danysh
Managing Director
Pradeep Jayaraman
Pradeep Jayaraman
Managing Director
Sukanya Kuruganti
Sukanya Kuruganti
Managing Director
Scott Anderson
Scott Anderson
Principal
Daniel Kilduff
Daniel Kilduff
Principal
Sonia Vergel
Sonia Vergel
Principal
Stuart Bennett
Stuart Bennett
Senior Vice President and Co-Director of Focus Risk Solutions
Edward
Edward "Ted" Simpson
Senior Vice President
Eric Stein
Eric Stein
Senior Vice President
Timothy Connor
Timothy Connor
Vice President
Alexander Gleeson
Alexander Gleeson
Vice President
Brian Gracia
Brian Gracia
Vice President
Ryan Halls
Ryan Halls
Vice President
Tony Khalilov
Tony Khalilov
Vice President
Peter Lydon
Peter Lydon
Vice President
Alec Pickering
Alec Pickering
Vice President
Varun Sanon
Varun Sanon
Vice President
Jack Spitsin
Jack Spitsin
Vice President
Nicole Vierneisel
Nicole Vierneisel
Vice President, Talent
Kellie Barnum
Kellie Barnum
Senior Associate
Joshua Bass
Joshua Bass
Senior Associate
Mike Borges
Mike Borges
Senior Associate
Theresa Brockett
Theresa Brockett
Senior Associate
Benjamin Do
Benjamin Do
Senior Associate
Adam Merrill
Adam Merrill
Senior Associate
Jonesy Chauvot
Jonesy Chauvot
Associate
Kevin Fussell
Kevin Fussell
Associate
Elijah Jackson
Elijah Jackson
Associate
Joshua Lewin
Joshua Lewin
Associate
Nicole Mangan
Nicole Mangan
Associate
Lydia Merritt
Lydia Merritt
Associate
Alexandra Silverman
Alexandra Silverman
Associate
Aidan Walsh
Aidan Walsh
Associate
Mitchell Delfini
Mitchell Delfini
Analyst
Grayson DeMarco
Grayson DeMarco
Analyst
Ryan Milligan
Ryan Milligan
Analyst
Morrison Mirer
Morrison Mirer
Analyst
Eoin Mills
Eoin Mills
Analyst
Aashna Ranka
Aashna Ranka
Analyst
Kabir Rao
Kabir Rao
Analyst
Joseph Truglio
Joseph Truglio
Analyst
Wen Xuan Sng
Wen Xuan Sng
Analyst
Josh Bronfman
Josh Bronfman
Independent Contractor
Katrina Coles
Katrina Coles
Administrative Assistant
Queen Kamani
Queen Kamani
Executive Assistant
Maureen Kearney
Maureen Kearney
Office Manager
Mark Dupont
Mark Dupont
Senior Vice President
Max Mintzer
Max Mintzer
Senior Vice President
Garry Taylor
Garry Taylor
Senior Vice President
Jake Bergenfeld
Jake Bergenfeld
Associate, Operations and Technology
Xinran (Scarlet) Zhang
Xinran (Scarlet) Zhang
Financial Operations Coordinator
Russell (Rusty) McGranahan
Russell (Rusty) McGranahan
General Counsel
Anil Abraham
Anil Abraham
Associate General Counsel, Managing Director
Adam Karasik
Adam Karasik
Associate General Counsel, Senior Vice President
Amrita Nangiana
Amrita Nangiana
Associate General Counsel, Senior Vice President
Lisa Snow
Lisa Snow
Associate General Counsel, Senior Vice President
Scott Barber
Scott Barber
Associate General Counsel, Senior Vice President
Adam Busch
Adam Busch
Associate General Counsel, Vice President
Andrew Getsinger
Andrew Getsinger
Associate General Counsel, Vice President
Antonella Marotti
Antonella Marotti
Senior Manager
Colleen Adams
Colleen Adams
Legal Associate
Ana Martinez
Ana Martinez
Legal Assistant
John Mittnacht
John Mittnacht
Chief Marketing Officer
Christine Bacon
Christine Bacon
Principal
Christopher Tiano
Christopher Tiano
Senior Vice President, Head of COI (Center of Influence) Relationship Management
James (Jim) Shanahan
James (Jim) Shanahan
Chief Financial Officer
Tina Madon
Tina Madon
Head of Investor Relations & Corporate Communications, Senior Vice President
Charles Arestia
Charles Arestia
Vice President, Investor Relations