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 2018, and Focus boasts over 50 partner firms in over 30 states, plus Canada, the U.K. and Australia. As one of our partner firm’s principals recently said: “I think the future is bright, and it’s even brighter because Focus is by our side.”

Here
Are the
Facts.

+$660M Revenue

(FY 2017)

+70 Holding Co. Professionals

Employees Dedicated to M&A and Partner Value Add

+50 Partner Firms

4 Countries

+100 Mergers & Strategic Hires

on Behalf of Partner Firms

6x Inc.5000
Honor Roll

For America’s Fastest Growing Private Companies *Ranking of 5000 privately-owned companies based in the United States, based on the percentage growth of their annual revenues over a three year period. Awards were based on information supplied by the firms and required a small application fee.

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

Vamsi Yadlapati
Vamsi Yadlapati
Managing Director
Justin Ferri
Justin Ferri
Managing Director
Eric Amar
Eric Amar
Principal
Molly Bennard
Molly Bennard
Principal
Max Bonjean
Max Bonjean
Principal
Travis Danysh
Travis Danysh
Principal
Scott Holsopple
Scott Holsopple
Principal
Zinovy Iosovich
Zinovy Iosovich
Principal
Pradeep Jayaraman
Pradeep Jayaraman
Principal
Sukanya Kuruganti
Sukanya Kuruganti
Principal
Anita Venkiteswaran
Anita Venkiteswaran
Principal
Scott Anderson
Scott Anderson
Vice President
Morrell Daniels
Morrell Daniels
Vice President
Christina Walsh
Christina Walsh
Vice President
Conrad Adolf
Conrad Adolf
Senior Associate
Kyle Gentile
Kyle Gentile
Senior Associate
Wayne Lou
Wayne Lou
Senior Associate
Kevin Casey
Kevin Casey
Associate
Benjamin Do
Benjamin Do
Associate
Tyler Eidel
Tyler Eidel
Associate
Jared Fingeret
Jared Fingeret
Associate
Danny Henneghan
Danny Henneghan
Associate
Kyle McGrath
Kyle McGrath
Associate
Andrew Page
Andrew Page
Associate
Alec Pickering
Alec Pickering
Associate
Cameron Stagg
Cameron Stagg
Associate
Andrew Wissell
Andrew Wissell
Associate
Joshua Bass
Joshua Bass
Analyst
Theresa Brockett
Theresa Brockett
Analyst
Michael Goldman
Michael Goldman
Analyst
Anuska Khawaunju
Anuska Khawaunju
Analyst
Queen Kamani
Queen Kamani
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
San Francisco Office Manager
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
Amrita Nangiana
Amrita Nangiana
Associate General Counsel, Vice President
Lisa Snow
Lisa Snow
Associate General Counsel, Senior Vice President
Antonella Marotti
Antonella Marotti
Senior Manager
Colleen Adams
Colleen Adams
Legal Assistant
John Mittnacht
John Mittnacht
Chief Marketing Officer
Daijing Lin
Daijing Lin
Marketing & Communications Manager
Ilse Hamblin
Ilse Hamblin
Manager – Meetings & Events
James (Jim) Shanahan
James (Jim) Shanahan
Chief Financial Officer