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. 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.

+$1.3 Billion Revenue

(FY 2020)

+80 Holding Co. Professionals

Employees Dedicated to M&A and Partner Value Add

+75 Partner Firms

4 Countries

+200 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, Senior Managing Director & Head of M&A
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
Pradeep Jayaraman
Pradeep Jayaraman
Managing Director
Sukanya Kuruganti
Sukanya Kuruganti
Managing Director
Edward
Edward "Ted" Simpson
Senior Vice President
Scott Anderson
Scott Anderson
Principal
Sonia Vergel
Sonia Vergel
Principal
Kevin Casey
Kevin Casey
Vice President
Ryan Halls
Ryan Halls
Vice President
Daniel Kilduff
Daniel Kilduff
Vice President
Wayne Lou
Wayne Lou
Vice President
Peter Lydon
Peter Lydon
Vice President
Varun Sanon
Varun Sanon
Vice President
Lex Sodipe
Lex Sodipe
Vice President
Jack Spitsin
Jack Spitsin
Vice President
Kellie Barnum
Kellie Barnum
Senior Associate
Joshua Bass
Joshua Bass
Senior Associate
Mike Borges
Mike Borges
Senior Associate
Frank Garofalo
Frank Garofalo
Senior Associate
Kyle McGrath
Kyle McGrath
Senior Associate
Adam Merrill
Adam Merrill
Senior Associate
Andrew Page
Andrew Page
Senior Associate
Alec Pickering
Alec Pickering
Senior Associate
Bryce Black
Bryce Black
Associate
Theresa Brockett
Theresa Brockett
Associate
Benjamin Do
Benjamin Do
Associate
Lydia Merritt
Lydia Merritt
Associate
Alexandra Silverman
Alexandra Silverman
Associate
Aidan Walsh
Aidan Walsh
Associate
Elijah Jackson
Elijah Jackson
Analyst
Joshua Lewin
Joshua Lewin
Analyst
Ryan Milligan
Ryan Milligan
Analyst
Eoin Mills
Eoin Mills
Analyst
Joseph Truglio
Joseph Truglio
Analyst
Josh Bronfman
Josh Bronfman
Independent Contractor
Queen Kamani
Queen Kamani
Executive Assistant
Maureen Kearney
Maureen Kearney
Office Manager
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
Director of Strategic Initiatives for Connectus
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
Jonathan Butts
Jonathan Butts
Legal Assistant
John Mittnacht
John Mittnacht
Chief Marketing Officer
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