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.

Fast forward to today, Focus has grown to more than 90 partner firms in more than 38 states, plus Australia, Canada, Switzerland and the U.K. As a partner firm principal said: “The future is bright, and it’s even brighter because Focus is by our side.”

FOCUS at a
GLANCE.

+$2.1 Billion Revenue

(FY 2022)

+100 Holding Co. Professionals

Employees Dedicated to M&A and Partner Value Add

90 Partner Firms

7 Countries

+270 Mergers & Strategic Hires

on Behalf of Partner Firms

Meet our Team.

Daniel Glaser
Daniel Glaser
Chairman and Interim CEO
Michael Nathanson
Michael Nathanson
President
Mitchell (Mitch) Kovitz
Mitchell (Mitch) Kovitz
Vice Chairman
Russell (Rusty) McGranahan
Russell (Rusty) McGranahan
General Counsel
James (Jim) Shanahan
James (Jim) Shanahan
Chief Financial Officer
Dave Fike
Dave Fike
Chief Information Officer / Chief Technology Officer
Eric Amar
Eric Amar
Chief Growth Officer
Travis Danysh
Travis Danysh
Head of Mergers and Acquisition
Pradeep Jayaraman
Pradeep Jayaraman
Co-Head, Partnerships and Business Development
Sukanya Kuruganti
Sukanya Kuruganti
Co-Head, Partnerships & Business Development

Filters

Scott Anderson
Scott Anderson
Principal
Daniel Kilduff
Daniel Kilduff
Principal
Varun Sanon
Varun Sanon
Principal
Sonia Vergel
Sonia Vergel
Principal
Stuart Bennett
Stuart Bennett
Senior Vice President, Co-Director of Focus Risk Solutions
Eric Stein
Eric Stein
Senior Vice President, Co-Director of Focus Risk Solutions
Cara Freedman
Cara Freedman
Vice President, Focus Fiduciary Solutions
Brooke Eisensmith
Brooke Eisensmith
Vice President, Focus Fiduciary Solutions
Charlie Arestia
Charlie Arestia
Vice President
Timothy Connor
Timothy Connor
Vice President
Alexander Gleeson
Alexander Gleeson
Vice President
Brian Gracia
Brian Gracia
Vice President
Peter Lydon
Peter Lydon
Vice President
Alec Pickering
Alec Pickering
Vice President
Jack Spitsin
Jack Spitsin
Vice President
Nicole Vierneisel
Nicole Vierneisel
Vice President
Kellie Barnum
Kellie Barnum
Senior Associate
Joshua Bass
Joshua Bass
Senior Associate
Mike Borges
Mike Borges
Senior Associate
Josh Bronfman
Josh Bronfman
Senior Consultant
Lydia Merritt
Lydia Merritt
Senior Associate
Alexandra Silverman
Alexandra Silverman
Senior Associate
Aidan Walsh
Aidan Walsh
Senior Associate
Kevin Fussell
Kevin Fussell
Associate
Peter LaMagna
Peter LaMagna
Associate
Joshua Lewin
Joshua Lewin
Associate
Nicole Mangan
Nicole Mangan
Associate
Ryan Milligan
Ryan Milligan
Associate
Benjamin Brody
Benjamin Brody
Analyst
Mitchell Delfini
Mitchell Delfini
Analyst
Grayson DeMarco
Grayson DeMarco
Analyst
Eoin Mills
Eoin Mills
Analyst
Morrison Mirer
Morrison Mirer
Analyst
John Moultrup
John Moultrup
Analyst
Kabir Rao
Kabir Rao
Analyst
Elena Van Linge
Elena Van Linge
Analyst
Katrina Coles
Katrina Coles
Administrative Assistant
Wen Xuan Sng
Wen Xuan Sng
Analyst
Allie Taylor
Allie Taylor
Event Manager
Sarah Crandall
Sarah Crandall
Office Manager
Maureen Kearney
Maureen Kearney
Office Manager
Mark Dupont
Mark Dupont
Senior Vice President
Max Mintzer
Max Mintzer
Senior Vice President
Xinran (Scarlet) Zhang
Xinran (Scarlet) Zhang
Financial Operations Coordinator
Anil Abraham
Anil Abraham
Deputy General Counsel, Managing Director
Scott Barber
Scott Barber
Associate General Counsel, Senior Vice President
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
Adam Busch
Adam Busch
Associate General Counsel, Vice President
Andrew Getsinger
Andrew Getsinger
Associate General Counsel, Vice President
Jeff Moskatel
Jeff Moskatel
Associate General Counsel, Vice President
Antonella Marotti
Antonella Marotti
Director of Legal Operations
Colleen Adams
Colleen Adams
Legal Associate
Lauren Lewis
Lauren Lewis
Legal Assistant
Ana Martinez
Ana Martinez
Legal Assistant