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August 2, 2018 at 11:00 PM CDT
Focus Continues to Expand Presence of Partner Firms
New York, NY – August 3, 2018 – Focus Financial Partners Inc. (NASDAQ: FOCS) (‘Focus’), a leading partnership of independent, fiduciary wealth management firms, today announced hires by Dorchester Wealth Management (‘Dorchester’) and a merger by Gratus Capital (‘Gratus’).
• Dorchester Wealth Management: Stan J. MacLellan and Michael H. Slivka have joined Dorchester as portfolio managers from Cockfield Porretti Cunningham, an independent wealth management firm. The transition is a crucial part of Stan MacLellan’s succession plan designed to best ensure his clients’ financial well-being in the future. Two additional staff members will join in the move to Dorchester. With Dorchester’s full support and resources, the team will build out a new Toronto office and strengthen the firm’s footprint in the region. These additions will expand Dorchester’s presence in the greater Toronto area and deepen its bench strength in research, investment management, and client service.
• Gratus Capital: JPH Advisory Group (‘JPH’), an independent wealth management firm based in Atlanta, Georgia, has merged with Gratus. Founded in 1992 by Jon P. Houk, the firm provides investment management and wealth management services to hundreds of clients across the Southeast U.S. All staff members of JPH will join Gratus following the merger. JPH and its clients will benefit from Gratus’ comprehensive service offerings and great bench strength of investment management and advisory talent, while the merger will allow Gratus to continue to expand its regional presence.
“At Focus, we always strive to add value to our partner firms in all aspects of the businesses. There is nothing more rewarding than seeing our partner firms grow through enhanced service offerings and great talent recruitment,” said Rudy Adolf, Founder and CEO of Focus.
About Focus Financial Partners Inc.
Focus Financial Partners Inc. (NASDAQ: FOCS) (‘Focus’) is a leading partnership of independent, fiduciary wealth management firms. Focus provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices offered by Focus to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
Investor or Media Contact:
Steve Calk or Sam Gibbons, Alpha IR Group
Phone: (646) 561-3226, [email protected]