Focus Financial Partners
Description
Focus Financial Partners, LLC is an investor in independent, fiduciary wealth management firms, incorporated in 2004 by Ruediger Adolf, Rajini Kodialam and Leonard Chang. Headquarters: United States of America Founded: 2006 Subsidiaries: Sentinel Benefits Group, Inc.,
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Focus Financial Partners Employees
Employee
Years
Job
Industry
Kyle Gentile Kyle Gentile's Focus Financial Partners Experience April 2014 - Present
Job Associate at Focus Financial Partners
Industry Financial Services
Experience
Focus Financial Partners April 2014 - Present
Education
Lehigh University 2006 — 2010
Bachelor of Science (B.S.)
Chaminade High School 2002 — 2006
Focus Financial Partners April 2014 - Present
Education
Lehigh University 2006 — 2010
Bachelor of Science (B.S.)
Chaminade High School 2002 — 2006
Amy Munden Amy Munden's Focus Financial Partners Experience April 2011 - December 2011
Job Business Development at Lockwood Executive Search
Industry Financial Services
Experience
Lockwood Executive Search July 2015 - Present
CTPartners January 2014 - June 2015
Memorial Sloan-Kettering Cancer Center December 2011 - December 2013
Focus Financial Partners April 2011 - December 2011
Watkins & McNeilly, PLLC May 2008 - March 2011
Skills
Microsoft Office, Salesforce.com, Enterprise Software, Juris, Cognos, Convio, Tableau, Invoicing, Research
Education
Freed-Hardeman University 2003 — 2007
Bachelor's, Management
Lockwood Executive Search July 2015 - Present
CTPartners January 2014 - June 2015
Memorial Sloan-Kettering Cancer Center December 2011 - December 2013
Focus Financial Partners April 2011 - December 2011
Watkins & McNeilly, PLLC May 2008 - March 2011
Skills
Microsoft Office, Salesforce.com, Enterprise Software, Juris, Cognos, Convio, Tableau, Invoicing, Research
Education
Freed-Hardeman University 2003 — 2007
Bachelor's, Management
David M. Mrazik David M. Mrazik's Focus Financial Partners Experience April 2012 - June 2015
Job Managing Partner at Hamburger Law Firm & Managing Director at MarketCounsel
Industry Law Practice
Experience
MarketCounsel September 2015 - Present
Hamburger Law Firm September 2015 - Present
Focus Financial Partners April 2012 - June 2015
76 Madison Avenue Condominium September 2007 - August 2012
Vinson and Elkins LLP January 2010 - April 2012
Willkie Farr & Gallagher LLP September 2004 - January 2010
Skills
Mergers, Acquisitions, Private Equity, General Corporate..., Venture Capital, Joint Ventures, Capital Markets, Corporate Law, Securities, Securities Law, Securities Regulation, Legal Compliance, Corporate Governance, Registered Investment..., Investment Management, International M&A, Corporate Finance, Broker-Dealer, Energy, Natural Resources, Legal Writing, Finance, Mergers & Acquisitions, Securities Offerings, Equities, Due Diligence, Financial Services, Intellectual Property, Legal Advice
Education
Harvard Law School 2001 — 2004
J.D., Banking, Corporate, Finance, and Securities Law
University of Virginia 1997 — 2001
B.A., Government/Foreign Affairs
MarketCounsel September 2015 - Present
Hamburger Law Firm September 2015 - Present
Focus Financial Partners April 2012 - June 2015
76 Madison Avenue Condominium September 2007 - August 2012
Vinson and Elkins LLP January 2010 - April 2012
Willkie Farr & Gallagher LLP September 2004 - January 2010
Skills
Mergers, Acquisitions, Private Equity, General Corporate..., Venture Capital, Joint Ventures, Capital Markets, Corporate Law, Securities, Securities Law, Securities Regulation, Legal Compliance, Corporate Governance, Registered Investment..., Investment Management, International M&A, Corporate Finance, Broker-Dealer, Energy, Natural Resources, Legal Writing, Finance, Mergers & Acquisitions, Securities Offerings, Equities, Due Diligence, Financial Services, Intellectual Property, Legal Advice
Education
Harvard Law School 2001 — 2004
J.D., Banking, Corporate, Finance, and Securities Law
University of Virginia 1997 — 2001
B.A., Government/Foreign Affairs
Bettina Eckerle Bettina Eckerle's Focus Financial Partners Experience July 2007 - July 2011
Job Founder at Eckerle Law
Industry Financial Services
Experience
Eckerle Law May 2011 - Present
Focus Financial Partners July 2007 - July 2011
DigitalGlobe, Inc June 2004 - July 2007
Wachtell, Lipton, Rosen & Katz October 1999 - July 2004
Debevoise & Plimpton September 1995 - September 1999
Skills
Mergers, Venture Capital, Commercial Litigation, Private Equity, IPO, Corporate Finance, Broker-Dealer, Wealth Management, Investment Advisory..., Corporate Governance, Corporate Law, Securities Regulation, Mergers & Acquisitions, Investments, Financial Services, International Law, Private Placements, Hedge Funds, Capital Markets, Start-ups, Restructuring, Alternative Investments, Joint Ventures, Financial Advisory, Acquisitions, Securities, Equities, SEC, M&A experience, Privacy Law, Investment Advisory, Investment Management, Financial Structuring, Corporate Development, Investment Banking, Legal Compliance, Structured Finance, Asset Management, Licensing, FINRA, Finance, Crowdfunding, Asset Protection, Crowdsourcing, Corporate Venture..., Angel Investing, Strategic Partnerships, joint ven, International Joint..., Cross-border...
Education
New York University School of Law 1994 — 1995
Doctor of Law (JD), Law
Ludwig-Maximilians Universität München 1981 — 1986
J.D., Law
Eckerle Law May 2011 - Present
Focus Financial Partners July 2007 - July 2011
DigitalGlobe, Inc June 2004 - July 2007
Wachtell, Lipton, Rosen & Katz October 1999 - July 2004
Debevoise & Plimpton September 1995 - September 1999
Skills
Mergers, Venture Capital, Commercial Litigation, Private Equity, IPO, Corporate Finance, Broker-Dealer, Wealth Management, Investment Advisory..., Corporate Governance, Corporate Law, Securities Regulation, Mergers & Acquisitions, Investments, Financial Services, International Law, Private Placements, Hedge Funds, Capital Markets, Start-ups, Restructuring, Alternative Investments, Joint Ventures, Financial Advisory, Acquisitions, Securities, Equities, SEC, M&A experience, Privacy Law, Investment Advisory, Investment Management, Financial Structuring, Corporate Development, Investment Banking, Legal Compliance, Structured Finance, Asset Management, Licensing, FINRA, Finance, Crowdfunding, Asset Protection, Crowdsourcing, Corporate Venture..., Angel Investing, Strategic Partnerships, joint ven, International Joint..., Cross-border...
Education
New York University School of Law 1994 — 1995
Doctor of Law (JD), Law
Ludwig-Maximilians Universität München 1981 — 1986
J.D., Law
Connor Kozin Connor Kozin's Focus Financial Partners Experience June 2014 - August 2014
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2015 - Present
Focus Financial Partners June 2014 - August 2014
Sigma Prime Ventures July 2013 - August 2013
Q Factor Communications Corp July 2013 - August 2013
Baystate Financial Services June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Data Analysis, Photoshop, Facebook, Economics, Spanish, Social Media, Market Research
Education
Duke University 2011 — 2015
Bachelor of Science (BS), Economics
Cambridge Associates July 2015 - Present
Focus Financial Partners June 2014 - August 2014
Sigma Prime Ventures July 2013 - August 2013
Q Factor Communications Corp July 2013 - August 2013
Baystate Financial Services June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Data Analysis, Photoshop, Facebook, Economics, Spanish, Social Media, Market Research
Education
Duke University 2011 — 2015
Bachelor of Science (BS), Economics
Jordan Szekely Jordan Szekely's Focus Financial Partners Experience 2008 - 2008
Job Investment Advisor at Evercore Wealth Management
Industry Investment Management
Experience
Evercore Wealth Management 2012 - Present
Goldman Sachs 2010 - 2012
Industry Ventures 2009 - 2009
Focus Financial Partners 2008 - 2008
Veronis Suhler Stevenson 2006 - 2008
SAC Capital June 2005 - August 2005
TA Associates 2001 - 2004
Lehman Brothers 1999 - 2001
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Applied Value Investing
University of Pennsylvania 1996 — 1999
BA, Economics, Psychology
University of Michigan 1995 — 1996
The Bullis School
Evercore Wealth Management 2012 - Present
Goldman Sachs 2010 - 2012
Industry Ventures 2009 - 2009
Focus Financial Partners 2008 - 2008
Veronis Suhler Stevenson 2006 - 2008
SAC Capital June 2005 - August 2005
TA Associates 2001 - 2004
Lehman Brothers 1999 - 2001
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Applied Value Investing
University of Pennsylvania 1996 — 1999
BA, Economics, Psychology
University of Michigan 1995 — 1996
The Bullis School
Tabinda Murshed Tabinda Murshed's Focus Financial Partners Experience June 2013 - December 2013
Job Intern at Focus Financial Partners
Industry Financial Services
Experience
Focus Financial Partners June 2013 - December 2013
BRAC USA June 2012 - August 2012
Skills
Financial Modeling, Private Equity, Investments, Financial Analysis, Mergers & Acquisitions, Finance, Economics, Bloomberg, Emerging Markets, Financial Reporting, Entrepreneurship, Business Valuation, Strategy, Microsoft Excel, Microsoft Office, Stata, PowerPoint, Teamwork, Team Leadership, Business Development, Client Relations Skills
Education
NYU 2010 — 2014
Bachelor of Arts (B.A.), Economics
LPCUWC
LPCUWC
Focus Financial Partners June 2013 - December 2013
BRAC USA June 2012 - August 2012
Skills
Financial Modeling, Private Equity, Investments, Financial Analysis, Mergers & Acquisitions, Finance, Economics, Bloomberg, Emerging Markets, Financial Reporting, Entrepreneurship, Business Valuation, Strategy, Microsoft Excel, Microsoft Office, Stata, PowerPoint, Teamwork, Team Leadership, Business Development, Client Relations Skills
Education
NYU 2010 — 2014
Bachelor of Arts (B.A.), Economics
LPCUWC
LPCUWC
Michael McGowan Michael McGowan's Focus Financial Partners Experience June 2013 - July 2015
Job Vice President, Transactional Risk at ACE Group
Industry Financial Services
Experience
ACE Group July 2015 - Present
Focus Financial Partners June 2013 - July 2015
Vinson and Elkins, LLP September 2011 - June 2013
Vinson and Elkins, LLP May 2010 - July 2010
Poten & Partners July 2009 - August 2009
US Securities and Exchange Commission June 2009 - August 2009
Guy Carpenter & Co., LLC August 2007 - August 2008
Skills
Mergers & Acquisitions, Private Equity, Corporate Governance, Due Diligence, Capital Markets, Corporate Law, Securities, Securities Regulation, Mergers, Insurance, Energy, Cross-border..., Reinsurance, Business Development, Oil/Gas, Fund Formation, Broker-Dealer Compliance, Investment Advisor..., Joint Ventures, Corporate Finance, Finance, Mutual Funds, Financial Modeling, Investments
Education
Duke University School of Law 2008 — 2011
J.D., Law
Boston College 2003 — 2007
BA, cum laude, Communication, Psychology
UNSW Australia 2005 — 2005
Study Abroad
Half Hollow Hills High School West 1999 — 2003
ACE Group July 2015 - Present
Focus Financial Partners June 2013 - July 2015
Vinson and Elkins, LLP September 2011 - June 2013
Vinson and Elkins, LLP May 2010 - July 2010
Poten & Partners July 2009 - August 2009
US Securities and Exchange Commission June 2009 - August 2009
Guy Carpenter & Co., LLC August 2007 - August 2008
Skills
Mergers & Acquisitions, Private Equity, Corporate Governance, Due Diligence, Capital Markets, Corporate Law, Securities, Securities Regulation, Mergers, Insurance, Energy, Cross-border..., Reinsurance, Business Development, Oil/Gas, Fund Formation, Broker-Dealer Compliance, Investment Advisor..., Joint Ventures, Corporate Finance, Finance, Mutual Funds, Financial Modeling, Investments
Education
Duke University School of Law 2008 — 2011
J.D., Law
Boston College 2003 — 2007
BA, cum laude, Communication, Psychology
UNSW Australia 2005 — 2005
Study Abroad
Half Hollow Hills High School West 1999 — 2003
Aaryaman Vir Shah Aaryaman Vir Shah's Focus Financial Partners Experience May 2013 - July 2013
Job Student at Columbia University
Industry Higher Education
Experience
Haptik Inc October 2014 - March 2015
Focus Financial Partners May 2013 - July 2013
STS Capital Partners May 2012 - July 2012
IIFL Wealth Management Ltd June 2011 - July 2011
Skills
English, Spanish, Hindi, Public Speaking, Marathi, Business Development, Microsoft Excel, Entrepreneurship, C++, Sales, Objective-C
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), History
Haptik Inc October 2014 - March 2015
Focus Financial Partners May 2013 - July 2013
STS Capital Partners May 2012 - July 2012
IIFL Wealth Management Ltd June 2011 - July 2011
Skills
English, Spanish, Hindi, Public Speaking, Marathi, Business Development, Microsoft Excel, Entrepreneurship, C++, Sales, Objective-C
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), History
Garry Taylor Garry Taylor's Focus Financial Partners Experience 2012 - Present
Job Vice President, Focus Financial Partners
Industry Financial Services
Experience
Focus Financial Partners 2012 - Present
Fidelity Investments April 2007 - January 2012
Merrill Lynch September 2001 - April 2007
Torrie & Co. (now Charles Stanley & Co. Limited) October 1998 - March 2001
Capel Cure Sharp October 1996 - October 1998
Skills
Wealth Management, Mutual Funds, Investment Advisory, Financial Analysis, New Business Development, Due Diligence, Process Improvement, Business Process..., Equities, Requirements Gathering
Education
Heriot-Watt University 1992 — 1996
MA, Accountancy & Finance, First Class Honors
Focus Financial Partners 2012 - Present
Fidelity Investments April 2007 - January 2012
Merrill Lynch September 2001 - April 2007
Torrie & Co. (now Charles Stanley & Co. Limited) October 1998 - March 2001
Capel Cure Sharp October 1996 - October 1998
Skills
Wealth Management, Mutual Funds, Investment Advisory, Financial Analysis, New Business Development, Due Diligence, Process Improvement, Business Process..., Equities, Requirements Gathering
Education
Heriot-Watt University 1992 — 1996
MA, Accountancy & Finance, First Class Honors
Samuel Jack's Focus Financial Partners Experience August 2014 - Present
Job Analyst at Focus Financial Partners
Industry Financial Services
Experience
Focus Financial Partners August 2014 - Present
LLBH Private Wealth Management LLC June 2013 - August 2013
J Pepper Frazier Real Estate June 2010 - August 2012
Skills
Real Estate, Brokerage, Investment Properties, Selling, Sales, Residential Homes, Sellers, Investors, Foreclosures, Valuation, Economics, Real Estate Economics, Financial Modeling, Investments, Stata
Education
The George Washington University 2011 — 2014
Bachelor of Arts (B.A.), Economics
The Taft School 2008 — 2010
Focus Financial Partners August 2014 - Present
LLBH Private Wealth Management LLC June 2013 - August 2013
J Pepper Frazier Real Estate June 2010 - August 2012
Skills
Real Estate, Brokerage, Investment Properties, Selling, Sales, Residential Homes, Sellers, Investors, Foreclosures, Valuation, Economics, Real Estate Economics, Financial Modeling, Investments, Stata
Education
The George Washington University 2011 — 2014
Bachelor of Arts (B.A.), Economics
The Taft School 2008 — 2010
Sukanya Kuruganti Sukanya Kuruganti's Focus Financial Partners Experience January 2015 - Present
Job Vice President, Corporate Development and Partnerships at Focus Financial Partners
Industry Financial Services
Experience
Focus Financial Partners January 2015 - Present
Barclays Bank PLC April 2009 - December 2014
Citigroup August 2003 - March 2009
Capital One Financial January 2000 - July 2001
Arthur Andersen 1996 - 1999
Skills
Mergers & Acquisitions, Competitive Analysis, Due Diligence, Business Strategy, Corporate Development, Financial Modeling /..., Divestitures, Strategic Alliances..., P&L Management, Outsourcing, Project Management, Payment Technology, Consumer Banking, Wealth Management, Proprietary Investments, Emerging Markets, eCommerce, Mobile Payments, Payment Industry, Alternative Payments, Mergers, Financial Modeling, Valuation, Banking, E-commerce
Education
University of Pennsylvania - The Wharton School
MBA
Indian Institute of Management, Ahmedabad
PGDM
University of Mumbai
BS
Focus Financial Partners January 2015 - Present
Barclays Bank PLC April 2009 - December 2014
Citigroup August 2003 - March 2009
Capital One Financial January 2000 - July 2001
Arthur Andersen 1996 - 1999
Skills
Mergers & Acquisitions, Competitive Analysis, Due Diligence, Business Strategy, Corporate Development, Financial Modeling /..., Divestitures, Strategic Alliances..., P&L Management, Outsourcing, Project Management, Payment Technology, Consumer Banking, Wealth Management, Proprietary Investments, Emerging Markets, eCommerce, Mobile Payments, Payment Industry, Alternative Payments, Mergers, Financial Modeling, Valuation, Banking, E-commerce
Education
University of Pennsylvania - The Wharton School
MBA
Indian Institute of Management, Ahmedabad
PGDM
University of Mumbai
BS
Vipin Thakral Vipin Thakral's Focus Financial Partners Experience July 2011 - June 2014
Job Vice President M&A and Finance at Broadridge Financial Solutions
Industry Accounting
Experience
Broadridge Financial Solutions June 2014 - Present
Focus Financial Partners July 2011 - June 2014
East Coast Orthotic & Prosthetic Corp. June 2009 - August 2011
T&T Business Group, LLC June 2004 - July 2009
T&T Commercial Capital, LLC June 2004 - June 2009
Long Island State Veternas Home at Stony Brook August 2001 - July 2004
Price Waterhouse Coopers September 1997 - August 2000
Skills
Accounting, CPA, Financial Analysis, SEC filings, Financial Reporting, Finance, Sarbanes-Oxley Act, Financial Modeling, Mergers & Acquisitions, Strategy, Financial Services, Private Equity, Investments, Due Diligence, SEC Filings, Strategic Planning, Management
Education
Hofstra University 1993 — 1997
MBA, Accounting
University at Albany, SUNY 1986 — 1990
BBA Busines Administration, Finance & Management Information Systems
Broadridge Financial Solutions June 2014 - Present
Focus Financial Partners July 2011 - June 2014
East Coast Orthotic & Prosthetic Corp. June 2009 - August 2011
T&T Business Group, LLC June 2004 - July 2009
T&T Commercial Capital, LLC June 2004 - June 2009
Long Island State Veternas Home at Stony Brook August 2001 - July 2004
Price Waterhouse Coopers September 1997 - August 2000
Skills
Accounting, CPA, Financial Analysis, SEC filings, Financial Reporting, Finance, Sarbanes-Oxley Act, Financial Modeling, Mergers & Acquisitions, Strategy, Financial Services, Private Equity, Investments, Due Diligence, SEC Filings, Strategic Planning, Management
Education
Hofstra University 1993 — 1997
MBA, Accounting
University at Albany, SUNY 1986 — 1990
BBA Busines Administration, Finance & Management Information Systems
Colleen Adams Colleen Adams's Focus Financial Partners Experience March 2015 - Present
Job Administrative Assistant
Industry Retail
Experience
Focus Financial Partners March 2015 - Present
Sleepy's, The Mattress Professionals November 2014 - March 2015
Spirit of Philadelphia March 2012 - December 2013
Fraatz & Co. June 2011 - December 2013
Language Learning Center, University August 2010 - May 2011
Language Learning Center, University August 2007 - May 2010
Skills
Research, Italian, Human Resources, Recruiting, Organizational..., PowerPoint, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Facebook, Social Networking, Salesforce.com, Sales
Education
University of Scranton 2007 — 2011
Bachelor of Arts, International Language Business/Italian, 3.39
Middlebury College
4.0
Middlebury College
Italian Immersion Program, Italian Language and Literature
Wellington C. Mepham High School
Focus Financial Partners March 2015 - Present
Sleepy's, The Mattress Professionals November 2014 - March 2015
Spirit of Philadelphia March 2012 - December 2013
Fraatz & Co. June 2011 - December 2013
Language Learning Center, University August 2010 - May 2011
Language Learning Center, University August 2007 - May 2010
Skills
Research, Italian, Human Resources, Recruiting, Organizational..., PowerPoint, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, Microsoft Excel, Teamwork, Facebook, Social Networking, Salesforce.com, Sales
Education
University of Scranton 2007 — 2011
Bachelor of Arts, International Language Business/Italian, 3.39
Middlebury College
4.0
Middlebury College
Italian Immersion Program, Italian Language and Literature
Wellington C. Mepham High School
Russell McGranahan Russell McGranahan's Focus Financial Partners Experience August 2015 - Present
Job General Counsel at Focus Financial Partners
Industry Financial Services
Experience
Focus Financial Partners August 2015 - Present
BlackRock July 2006 - July 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 2000 - July 2006
White & Case October 1995 - July 2000
Skills
Mergers & Acquisitions, Corporate Governance, Acquisitions, Corporate Finance, Securities, M&A, Project Management, Corporate Law, Regulatory reform..., Joint Ventures
Education
Yale Law School 1992 — 1995
J.D.
The Catholic University of America 1988 — 1992
B.A., Economics & Politics (Double Major)
Focus Financial Partners August 2015 - Present
BlackRock July 2006 - July 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates July 2000 - July 2006
White & Case October 1995 - July 2000
Skills
Mergers & Acquisitions, Corporate Governance, Acquisitions, Corporate Finance, Securities, M&A, Project Management, Corporate Law, Regulatory reform..., Joint Ventures
Education
Yale Law School 1992 — 1995
J.D.
The Catholic University of America 1988 — 1992
B.A., Economics & Politics (Double Major)
Michael Paley's Focus Financial Partners Experience September 2006 - April 2014
Job Chief Operating Officer of Klingman and Associates, LLC
Industry Financial Services
Experience
Klingman and Associates, LLC, an Independent Registered Investment Advisor May 2014 - Present
Focus Financial Partners September 2006 - April 2014
Kidd & Company 2001 - 2006
Pepsi Cola North America 1998 - 2000
Braxton Associates 1996 - 1998
Skills
Mergers, Private Equity, Corporate Development, Due Diligence, Investments, Financial Modeling, Equities, Asset Management, Venture Capital, Alternative Investments, Valuation, Investment Banking, Portfolio Management, Strategy
Education
Harvard Business School 2000 — 2002
MBA
Princeton University 1992 — 1996
BSE, Operations Research
Klingman and Associates, LLC, an Independent Registered Investment Advisor May 2014 - Present
Focus Financial Partners September 2006 - April 2014
Kidd & Company 2001 - 2006
Pepsi Cola North America 1998 - 2000
Braxton Associates 1996 - 1998
Skills
Mergers, Private Equity, Corporate Development, Due Diligence, Investments, Financial Modeling, Equities, Asset Management, Venture Capital, Alternative Investments, Valuation, Investment Banking, Portfolio Management, Strategy
Education
Harvard Business School 2000 — 2002
MBA
Princeton University 1992 — 1996
BSE, Operations Research
Rajini Kodialam Rajini Kodialam's Focus Financial Partners Experience 2005 - Present
Job Value added Investor in Wealth Management firms
Industry Financial Services
Experience
Focus Financial Partners 2005 - Present
American Express 1998 - 2005
McKinsey & Company 1996 - 1998
IBM 1991 - 1994
Tata Services 1990 - 1991
Skills
Mergers, Wealth Management, Private Equity, Investment Advisory, Corporate Development, Financial Services, Relationship Management, Entrepreneurship, Strategy
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Indian Institute of Management, Ahmedabad 1988 — 1990
PGDM
Delhi University 1985 — 1988
BS, Mathematics, Computer Science
Focus Financial Partners 2005 - Present
American Express 1998 - 2005
McKinsey & Company 1996 - 1998
IBM 1991 - 1994
Tata Services 1990 - 1991
Skills
Mergers, Wealth Management, Private Equity, Investment Advisory, Corporate Development, Financial Services, Relationship Management, Entrepreneurship, Strategy
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Indian Institute of Management, Ahmedabad 1988 — 1990
PGDM
Delhi University 1985 — 1988
BS, Mathematics, Computer Science
Jennifer Geoghegan Jennifer Geoghegan's Focus Financial Partners Experience December 2007 - January 2015
Job Chief Marketing Officer & Advisor Coach at The Colony Group
Industry Financial Services
Experience
The Colony Group February 2015 - Present
Focus Financial Partners December 2007 - January 2015
American Express Company May 2007 - November 2007
American Express January 1999 - May 2007
Berenter Greenhouse & Webster November 1996 - August 1998
ToysRUs June 1994 - November 1996
Education
Columbia University - Columbia Business School 2013 — 2014
The Columbia Coaching Certification Program, External Coach Intensive, Certificate of Completion
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Marketing, International Business
University of Virginia 1990 — 1994
BA, Foreign Affairs
The Colony Group February 2015 - Present
Focus Financial Partners December 2007 - January 2015
American Express Company May 2007 - November 2007
American Express January 1999 - May 2007
Berenter Greenhouse & Webster November 1996 - August 1998
ToysRUs June 1994 - November 1996
Education
Columbia University - Columbia Business School 2013 — 2014
The Columbia Coaching Certification Program, External Coach Intensive, Certificate of Completion
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Marketing, International Business
University of Virginia 1990 — 1994
BA, Foreign Affairs
Marc Cabezas Marc Cabezas's Focus Financial Partners Experience October 2013 - Present
Job Senior Associate, Business Development at Focus Financial Partners
Industry Investment Management
Experience
Focus Financial Partners October 2013 - Present
Focus Financial Partners January 2012 - October 2013
Insight Global March 2011 - December 2011
Berkery Noyes & Co. April 2010 - March 2011
KPMG - Financial Due Diligence Group September 2008 - April 2010
Skills
Mergers, Valuation, Financial Modeling, Financial Analysis, Investments, Business Development, Relationship Management, Due Diligence, Investment Banking, New Business Development, Business Strategy, Finance, Private Equity, Market Research, Cold Calling, Salesforce.com, Meridian, DCF Valuation, LBO, Mergers & Acquisitions, Investment Advisory, Recruiting, Wealth Management
Education
Columbia University - Columbia Business School 2015 — 2017
Boston College 2004 — 2008
BS, Finance, Marketing
Nanuet Senior High School 2000 — 2004
Focus Financial Partners October 2013 - Present
Focus Financial Partners January 2012 - October 2013
Insight Global March 2011 - December 2011
Berkery Noyes & Co. April 2010 - March 2011
KPMG - Financial Due Diligence Group September 2008 - April 2010
Skills
Mergers, Valuation, Financial Modeling, Financial Analysis, Investments, Business Development, Relationship Management, Due Diligence, Investment Banking, New Business Development, Business Strategy, Finance, Private Equity, Market Research, Cold Calling, Salesforce.com, Meridian, DCF Valuation, LBO, Mergers & Acquisitions, Investment Advisory, Recruiting, Wealth Management
Education
Columbia University - Columbia Business School 2015 — 2017
Boston College 2004 — 2008
BS, Finance, Marketing
Nanuet Senior High School 2000 — 2004
Matt Sonnen Matt Sonnen's Focus Financial Partners Experience March 2013 - July 2015
Job Founder & CEO at PFI Advisors
Industry Financial Services
Experience
PFI Advisors September 2015 - Present
Focus Financial Partners March 2013 - July 2015
Luminous Capital 2011 - 2013
Luminous Capital 2008 - 2011
Merrill Lynch 1997 - 2005
Skills
Wealth Management, Operations Management, Compliance, Practice Management
Education
University of California, Los Angeles 1995 — 1997
B.A., Economics
University of California, Santa Barbara 1993 — 1995
PFI Advisors September 2015 - Present
Focus Financial Partners March 2013 - July 2015
Luminous Capital 2011 - 2013
Luminous Capital 2008 - 2011
Merrill Lynch 1997 - 2005
Skills
Wealth Management, Operations Management, Compliance, Practice Management
Education
University of California, Los Angeles 1995 — 1997
B.A., Economics
University of California, Santa Barbara 1993 — 1995
John Mittnacht's Focus Financial Partners Experience 2015 - Present
Job CMO at Focus Financial Partners
Industry Marketing and Advertising
Experience
Focus Financial Partners 2015 - Present
TIAA-CREF Financial Services 2012 - 2015
NYU School of Professional Studies 2012 - 2015
Brand Union 2011 - 2012
DiMassimo Goldstein 2009 - 2011
Citi 2005 - 2009
IPG 2001 - 2005
Fallon 2000 - 2001
Deutsch 1993 - 2000
Skills
Integrated Marketing, Business Development, Interactive Marketing, Social Media, Marketing, Advertising, Integration, Marketing Communications, Strategy, Wealth Management, Relationship Management, Brand Management, Leadership, Online Advertising, Business Strategy, Mobile Marketing, Management, Mutual Funds, Asset Management, Online Marketing, Digital Marketing, Graphic Design, Digital Media, Research, Digital Strategy, Social Media Marketing, Retail, Brand Architecture, Segmentation, Customer Insight, Financial Services, Strategic Planning, Market Research, Direct Marketing, Brand Development, Internal Communications, Telecommunications, Email Marketing, Marketing Strategy
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Focus Financial Partners 2015 - Present
TIAA-CREF Financial Services 2012 - 2015
NYU School of Professional Studies 2012 - 2015
Brand Union 2011 - 2012
DiMassimo Goldstein 2009 - 2011
Citi 2005 - 2009
IPG 2001 - 2005
Fallon 2000 - 2001
Deutsch 1993 - 2000
Skills
Integrated Marketing, Business Development, Interactive Marketing, Social Media, Marketing, Advertising, Integration, Marketing Communications, Strategy, Wealth Management, Relationship Management, Brand Management, Leadership, Online Advertising, Business Strategy, Mobile Marketing, Management, Mutual Funds, Asset Management, Online Marketing, Digital Marketing, Graphic Design, Digital Media, Research, Digital Strategy, Social Media Marketing, Retail, Brand Architecture, Segmentation, Customer Insight, Financial Services, Strategic Planning, Market Research, Direct Marketing, Brand Development, Internal Communications, Telecommunications, Email Marketing, Marketing Strategy
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Samra Adeni's Focus Financial Partners Experience June 2013 - August 2013
Job Corps Member at Teach For America
Industry International Affairs
Experience
Friendship Public Charter School August 2014 - Present
Teach For America June 2014 - Present
Ashoka June 2015 - July 2015
Stanford Law and Policy Review September 2013 - June 2014
Stanford University September 2013 - June 2014
Center for South Asia, Stanford University January 2012 - June 2014
Focus Financial Partners June 2013 - August 2013
Centre for Budget and Policy Studies June 2012 - August 2012
Skills
International..., Public Speaking, Foreign Policy, Research, Creative Writing, Foreign Languages, Microsoft Office, Photography, Community Outreach, Blogging, Photojournalism, Proposal Writing, Public Policy, Data Analysis, Analysis, Empathy
Education
The Johns Hopkins University
Master of Science (M.S.), Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), International Relations
Oakridge International School 2004 — 2010
International Baccalaureate Diploma, Mathematics, English, Business Management, Economics, French, Biology
Friendship Public Charter School August 2014 - Present
Teach For America June 2014 - Present
Ashoka June 2015 - July 2015
Stanford Law and Policy Review September 2013 - June 2014
Stanford University September 2013 - June 2014
Center for South Asia, Stanford University January 2012 - June 2014
Focus Financial Partners June 2013 - August 2013
Centre for Budget and Policy Studies June 2012 - August 2012
Skills
International..., Public Speaking, Foreign Policy, Research, Creative Writing, Foreign Languages, Microsoft Office, Photography, Community Outreach, Blogging, Photojournalism, Proposal Writing, Public Policy, Data Analysis, Analysis, Empathy
Education
The Johns Hopkins University
Master of Science (M.S.), Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), International Relations
Oakridge International School 2004 — 2010
International Baccalaureate Diploma, Mathematics, English, Business Management, Economics, French, Biology
Mark Dupont Mark Dupont's Focus Financial Partners Experience April 2011 - Present
Job Vice President at Focus Financial Partners
Industry Venture Capital & Private Equity
Experience
Focus Financial Partners April 2011 - Present
Fidelity Investments October 2010 - April 2011
Fidelity Investments November 2008 - October 2009
Fidelity Investments April 2007 - November 2008
Banc of America Investments November 2005 - April 2007
Education
Salve Regina University 2001 — 2005
Bachelor of Science, Finance
Focus Financial Partners April 2011 - Present
Fidelity Investments October 2010 - April 2011
Fidelity Investments November 2008 - October 2009
Fidelity Investments April 2007 - November 2008
Banc of America Investments November 2005 - April 2007
Education
Salve Regina University 2001 — 2005
Bachelor of Science, Finance
Deanna Marcotrigiano's Focus Financial Partners Experience March 2014 - Present
Job Analyst at Focus Financial Partners, LLC
Industry Financial Services
Experience
Focus Financial Partners March 2014 - Present
Bebe October 2012 - June 2014
Focus Financial Partners July 2013 - March 2014
RJE Telecom August 2011 - March 2013
RJE Telecom May 2011 - March 2013
Education
SUNY Albany 2008 — 2012
Bachelor of Arts (B.A.), Communications and Sociology, Communications 3.55; Sociology 3.5
Focus Financial Partners March 2014 - Present
Bebe October 2012 - June 2014
Focus Financial Partners July 2013 - March 2014
RJE Telecom August 2011 - March 2013
RJE Telecom May 2011 - March 2013
Education
SUNY Albany 2008 — 2012
Bachelor of Arts (B.A.), Communications and Sociology, Communications 3.55; Sociology 3.5
Ankit Malhotra Ankit Malhotra's Focus Financial Partners Experience June 2014 - August 2014
Job Incoming Structured Finance Analyst at Ernst & Young
Industry Financial Services
Experience
EY June 2015 - August 2015
Focus Financial Partners June 2014 - August 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Starbucks April 2012 - August 2012
Skills
Microsoft Office, Leadership, Teamwork, Public Speaking, PowerPoint, Microsoft Excel, Time Management, Data Analysis, Finance, Critical Thinking, Analysis, Microsoft Word, Interpersonal..., Analytical Skills, Training, Accounting, Social Media, Business, Team-oriented, People Skills, Organizational..., Financial Analysis, Research, Customer Service
Education
Binghamton University 2013 — 2016
Bachelor of Science (BS), Finance, 3.82
University at Buffalo 2012 — 2013
Bachelor of Science (B.S.), Finance, 3.94
EY June 2015 - August 2015
Focus Financial Partners June 2014 - August 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Starbucks April 2012 - August 2012
Skills
Microsoft Office, Leadership, Teamwork, Public Speaking, PowerPoint, Microsoft Excel, Time Management, Data Analysis, Finance, Critical Thinking, Analysis, Microsoft Word, Interpersonal..., Analytical Skills, Training, Accounting, Social Media, Business, Team-oriented, People Skills, Organizational..., Financial Analysis, Research, Customer Service
Education
Binghamton University 2013 — 2016
Bachelor of Science (BS), Finance, 3.82
University at Buffalo 2012 — 2013
Bachelor of Science (B.S.), Finance, 3.94
Caitlin Mulkeen Caitlin Mulkeen's Focus Financial Partners Experience May 2012 - March 2013
Job Marketing Specialist at Thomson Reuters
Industry Marketing and Advertising
Experience
Thomson Reuters March 2013 - Present
Focus Financial Partners May 2012 - March 2013
TheDoGooder.com May 2011 - July 2012
Oppenheimer & Co. January 2011 - April 2011
Skills
Social Media, Copywriting, Digital Media, Marketing, Marketing Strategy, Research, Social Media Marketing, Blogging, Public Relations, Marketing Communications, Email Marketing, Writing, Journalism, Wordpress, Excel, Spanish, Customer Relations, Editing, Online Advertising, Corporate Branding, Media Relations, B2B Marketing, Rebranding, Digital Copywriting, Internal Communications, Content Strategy, Salesforce.com, CMS, WordPress
Education
Fordham University 2008 — 2011
Bachelor of Arts, English
Oceanside High School
Thomson Reuters March 2013 - Present
Focus Financial Partners May 2012 - March 2013
TheDoGooder.com May 2011 - July 2012
Oppenheimer & Co. January 2011 - April 2011
Skills
Social Media, Copywriting, Digital Media, Marketing, Marketing Strategy, Research, Social Media Marketing, Blogging, Public Relations, Marketing Communications, Email Marketing, Writing, Journalism, Wordpress, Excel, Spanish, Customer Relations, Editing, Online Advertising, Corporate Branding, Media Relations, B2B Marketing, Rebranding, Digital Copywriting, Internal Communications, Content Strategy, Salesforce.com, CMS, WordPress
Education
Fordham University 2008 — 2011
Bachelor of Arts, English
Oceanside High School
Ilse Hamblin Ilse Hamblin's Focus Financial Partners Experience September 2015 - Present
Job Manager Meetings & Events at Focus Financial Partners
Industry Events Services
Experience
Focus Financial Partners September 2015 - Present
Focus Financial Partners August 2013 - Present
Focus Financial Partners April 2013 - July 2013
Church of The Advent Hope April 2013 - April 2013
Sudler & Hennessey April 2013 - April 2013
Annie Housewife January 2012 - December 2012
Africa's Xam Tours and Safaris December 2006 - December 2012
Ask Afrika November 2008 - December 2008
Auto Body Spares April 2005 - November 2005
Annie Jepthas Events 2000 - 2005
Skills
Drawing, Painting, Screen Printing, Administration, Market Research, Research, Sales Support, Marking, Editing, Event Planning, Wedding Planning, Nannies, Designing, Travel Arrangements, Political Science, International Human..., History, Ubuntu, Mac, MS Word, Social Media, Politics, Event Management, International Relations, Social Media Marketing, Project Planning, Program Management, Entrepreneurship, Executive..., Corporate Events, Customer Service, Small Business, Organization, Parties, Sales, Marketing Communications, Private Events, Finance
Education
Stellenbosch University/Universiteit Stellenbosch 2009 — 2009
Post Graduate Bachelor of Arts (B.A Hons), Political Science, Honours
Stellenbosch University/Universiteit Stellenbosch 2006 — 2009
Bachelor of Arts (BA), International Studies
Helderberg High School 2000 — 2004
High School Diploma
Focus Financial Partners September 2015 - Present
Focus Financial Partners August 2013 - Present
Focus Financial Partners April 2013 - July 2013
Church of The Advent Hope April 2013 - April 2013
Sudler & Hennessey April 2013 - April 2013
Annie Housewife January 2012 - December 2012
Africa's Xam Tours and Safaris December 2006 - December 2012
Ask Afrika November 2008 - December 2008
Auto Body Spares April 2005 - November 2005
Annie Jepthas Events 2000 - 2005
Skills
Drawing, Painting, Screen Printing, Administration, Market Research, Research, Sales Support, Marking, Editing, Event Planning, Wedding Planning, Nannies, Designing, Travel Arrangements, Political Science, International Human..., History, Ubuntu, Mac, MS Word, Social Media, Politics, Event Management, International Relations, Social Media Marketing, Project Planning, Program Management, Entrepreneurship, Executive..., Corporate Events, Customer Service, Small Business, Organization, Parties, Sales, Marketing Communications, Private Events, Finance
Education
Stellenbosch University/Universiteit Stellenbosch 2009 — 2009
Post Graduate Bachelor of Arts (B.A Hons), Political Science, Honours
Stellenbosch University/Universiteit Stellenbosch 2006 — 2009
Bachelor of Arts (BA), International Studies
Helderberg High School 2000 — 2004
High School Diploma
Daijing Lin Daijing Lin's Focus Financial Partners Experience December 2014 - Present
Job Marketing Manager at Focus Financial Partners
Industry Marketing and Advertising
Experience
Focus Financial Partners December 2014 - Present
New York Life Insurance Company January 2013 - November 2014
Tigerspike January 2012 - November 2012
Polo Ralph Lauren June 2010 - August 2010
DDB June 2009 - August 2009
The Synergos Institute July 2008 - September 2008
Skills
Marketing Strategy, Email Marketing, Market Research, Social Media, Digital Marketing, Marketing, Lead Generation, Integrated Marketing, Public Relations, Strategic Planning, Analytics, New Media, Program Management, Market Entry, Competitive Analysis, Corporate Communications, Project Management, Management, Strategic Partnerships
Education
Princeton University 2007 — 2011
B.A.
Focus Financial Partners December 2014 - Present
New York Life Insurance Company January 2013 - November 2014
Tigerspike January 2012 - November 2012
Polo Ralph Lauren June 2010 - August 2010
DDB June 2009 - August 2009
The Synergos Institute July 2008 - September 2008
Skills
Marketing Strategy, Email Marketing, Market Research, Social Media, Digital Marketing, Marketing, Lead Generation, Integrated Marketing, Public Relations, Strategic Planning, Analytics, New Media, Program Management, Market Entry, Competitive Analysis, Corporate Communications, Project Management, Management, Strategic Partnerships
Education
Princeton University 2007 — 2011
B.A.
Anita Venkiteswaran Anita Venkiteswaran's Focus Financial Partners Experience August 2013 - Present
Job Vice President at Focus Financial Partners
Industry Investment Management
Experience
Focus Financial Partners August 2013 - Present
CI (Caxton-Iseman) Capital Partners July 2012 - June 2013
Novartis June 2011 - August 2011
Audax Private Equity June 2010 - June 2010
Audax Private Equity October 2008 - June 2010
McKinsey & Company, Inc. June 2006 - September 2008
Skills
Valuation, Corporate Development, Negotiation, Private Equity, M&A experience, Start-ups, Business Development, Portfolio Management, Equities, Restructuring, DCF, Competitive Analysis, Business Planning, Relationship Management, Finance
Education
Harvard Business School 2010 — 2012
Master's in Business Administration (MBA)
Indian Institute of Technology, Kharagpur 2002 — 2006
B. Tech (Hons), Biotechnology & Biochemical Engg
Focus Financial Partners August 2013 - Present
CI (Caxton-Iseman) Capital Partners July 2012 - June 2013
Novartis June 2011 - August 2011
Audax Private Equity June 2010 - June 2010
Audax Private Equity October 2008 - June 2010
McKinsey & Company, Inc. June 2006 - September 2008
Skills
Valuation, Corporate Development, Negotiation, Private Equity, M&A experience, Start-ups, Business Development, Portfolio Management, Equities, Restructuring, DCF, Competitive Analysis, Business Planning, Relationship Management, Finance
Education
Harvard Business School 2010 — 2012
Master's in Business Administration (MBA)
Indian Institute of Technology, Kharagpur 2002 — 2006
B. Tech (Hons), Biotechnology & Biochemical Engg
Allison Ansari Allison Ansari's Focus Financial Partners Experience March 2010 - October 2010
Job Development Manager at AfterSchool AllStars Ohio
Industry Marketing and Advertising
Experience
After-School All-Stars Ohio August 2015 - Present
KIPP New Jersey November 2012 - August 2015
KIPP Foundation November 2010 - October 2012
Focus Financial Partners March 2010 - October 2010
Sher-Bliss September 2009 - December 2009
Succor, Inc. April 2009 - June 2009
Don's Food Products January 2009 - March 2009
Roberto Verino September 2008 - December 2008
CIGNA Group Insurance April 2008 - September 2008
Fresh Wata April 2007 - September 2007
Skills
PowerPoint, Outlook, Spanish, Facebook, Wordpress
Education
Drexel University 2005 — 2009
BS, Business Administration: Marketing
Drexel University, Pennoni Honors College, LeBow College of Business 2005 — 2009
Bachelor of Science in Business Administration, Marketing, International Area Studies
Columbus School for Girls
After-School All-Stars Ohio August 2015 - Present
KIPP New Jersey November 2012 - August 2015
KIPP Foundation November 2010 - October 2012
Focus Financial Partners March 2010 - October 2010
Sher-Bliss September 2009 - December 2009
Succor, Inc. April 2009 - June 2009
Don's Food Products January 2009 - March 2009
Roberto Verino September 2008 - December 2008
CIGNA Group Insurance April 2008 - September 2008
Fresh Wata April 2007 - September 2007
Skills
PowerPoint, Outlook, Spanish, Facebook, Wordpress
Education
Drexel University 2005 — 2009
BS, Business Administration: Marketing
Drexel University, Pennoni Honors College, LeBow College of Business 2005 — 2009
Bachelor of Science in Business Administration, Marketing, International Area Studies
Columbus School for Girls
Alexander Pickering Alexander Pickering's Focus Financial Partners Experience April 2013 - Present
Job Analyst at Focus Financial Partners
Industry Investment Management
Experience
Focus Financial Partners April 2013 - Present
The ESM Group June 2010 - March 2013
Pat Kuleto Restaurants Consulting June 2008 - September 2008
Sonnen BMW April 2008 - August 2008
Skills
Speak French, Proficient with MS..., Microsoft Office, Social Media, Customer Service, Financial Analysis, Market Research, Microsoft Word, Sales, Marketing, Facebook, Social Networking, Research, Mac OS X, Business Development, Start-ups, Management, Leadership, Business Strategy, Analysis, Competitive Analysis
Education
University of San Diego
Bachelor of Business Administration (BBA), International Business, French Minor
The Branson School
Town School
Focus Financial Partners April 2013 - Present
The ESM Group June 2010 - March 2013
Pat Kuleto Restaurants Consulting June 2008 - September 2008
Sonnen BMW April 2008 - August 2008
Skills
Speak French, Proficient with MS..., Microsoft Office, Social Media, Customer Service, Financial Analysis, Market Research, Microsoft Word, Sales, Marketing, Facebook, Social Networking, Research, Mac OS X, Business Development, Start-ups, Management, Leadership, Business Strategy, Analysis, Competitive Analysis
Education
University of San Diego
Bachelor of Business Administration (BBA), International Business, French Minor
The Branson School
Town School
Lowell Parker, CFP®'s Focus Financial Partners Experience 2012 - Present
Job Partner to Seattle Life Science Executives and Physicians
Industry Financial Services
Experience
Focus Financial Partners 2012 - Present
Merriman, LLC November 2007 - Present
Skills
Portfolio Management, Excel, Investments, Microsoft Office, Retirement Planning, Asset Management, Wealth Management, Risk Management, Asset Allocation, Mutual Funds, Financial Analysis, Equities, Investment Advisory, Retirement Income..., Wealth, 401k, Budgeting, Fixed Income, Bonds, Strategic Financial..., Wealth Management...
Education
BA Economics, the University of Washington 2000 — 2005
Bachelor's degree, Economics
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Issaquah High School 1996 — 2000
Focus Financial Partners 2012 - Present
Merriman, LLC November 2007 - Present
Skills
Portfolio Management, Excel, Investments, Microsoft Office, Retirement Planning, Asset Management, Wealth Management, Risk Management, Asset Allocation, Mutual Funds, Financial Analysis, Equities, Investment Advisory, Retirement Income..., Wealth, 401k, Budgeting, Fixed Income, Bonds, Strategic Financial..., Wealth Management...
Education
BA Economics, the University of Washington 2000 — 2005
Bachelor's degree, Economics
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Issaquah High School 1996 — 2000
Mark Delfino's Focus Financial Partners Experience April 2007 - Present
Job Managing Director, HoyleCohen Wealth Management
Industry Investment Management
Experience
HoyleCohen Wealth Management April 2007 - Present
Focus Financial Partners April 2007 - Present
D-Rock Investment Services April 2003 - December 2006
Altavista Company April 1999 - December 2000
The Boston Consulting Group August 1986 - March 1999
Skills
Asset Managment, Investments, Portfolio Management, Wealth Management, Wealth Management..., High Net Worth..., Management Consulting, Finance, Investment Management, Mergers, Private Equity, Equities, Strategic Financial..., Investment Advisory, Alternative Investments, Financial Modeling, Business Strategy, Asset Allocation, Corporate Development, Retirement Planning, Asset Management
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
Butler University 1977 — 1981
BA, Economics
HoyleCohen Wealth Management April 2007 - Present
Focus Financial Partners April 2007 - Present
D-Rock Investment Services April 2003 - December 2006
Altavista Company April 1999 - December 2000
The Boston Consulting Group August 1986 - March 1999
Skills
Asset Managment, Investments, Portfolio Management, Wealth Management, Wealth Management..., High Net Worth..., Management Consulting, Finance, Investment Management, Mergers, Private Equity, Equities, Strategic Financial..., Investment Advisory, Alternative Investments, Financial Modeling, Business Strategy, Asset Allocation, Corporate Development, Retirement Planning, Asset Management
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
Butler University 1977 — 1981
BA, Economics
Pradeep Jayaraman's Focus Financial Partners Experience September 2013 - Present
Job Vice President Mergers and Acquisitions
Industry Financial Services
Experience
Focus Financial Partners September 2013 - Present
Goldman Sachs July 2010 - September 2013
Citigroup Global Markets August 2008 - July 2010
Skills
Investment Banking, Capital Markets, Valuation, Corporate Finance, Financial Modeling, LBO
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Focus Financial Partners September 2013 - Present
Goldman Sachs July 2010 - September 2013
Citigroup Global Markets August 2008 - July 2010
Skills
Investment Banking, Capital Markets, Valuation, Corporate Finance, Financial Modeling, LBO
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Matthew Tsiang's Focus Financial Partners Experience August 2010 - October 2011
Job Senior Product Manager at Amazon
Industry Internet
Experience
Amazon August 2014 - Present
HowAboutWe June 2013 - August 2013
Luke's Lobster April 2012 - August 2012
InVenture.org January 2012 - April 2012
Focus Financial Partners August 2010 - October 2011
Morgan Stanley Wealth Management June 2009 - August 2010
Citi May 2005 - June 2009
Skills
Financial Modeling, IT Strategy, Integration, Business Strategy, Business Development, Portfolio Management, Financial Services, Strategy, Due Diligence, Mergers & Acquisitions, Venture Capital, Private Equity, Investments
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2000 — 2004
Bachelor of Science (B.S.), Foreign Service
Amazon August 2014 - Present
HowAboutWe June 2013 - August 2013
Luke's Lobster April 2012 - August 2012
InVenture.org January 2012 - April 2012
Focus Financial Partners August 2010 - October 2011
Morgan Stanley Wealth Management June 2009 - August 2010
Citi May 2005 - June 2009
Skills
Financial Modeling, IT Strategy, Integration, Business Strategy, Business Development, Portfolio Management, Financial Services, Strategy, Due Diligence, Mergers & Acquisitions, Venture Capital, Private Equity, Investments
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2000 — 2004
Bachelor of Science (B.S.), Foreign Service
Zinovy Iosovich's Focus Financial Partners Experience March 2014 - Present
Job Vice President at Focus Financial Partners
Industry Investment Management
Experience
Focus Financial Partners March 2014 - Present
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Lehigh University 1996 — 2000
B.S.
Focus Financial Partners March 2014 - Present
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA
Lehigh University 1996 — 2000
B.S.
Chris Dupuy's Focus Financial Partners Experience June 2014 - Present
Job President of Focus Connections at Focus Financial Partners
Industry Financial Services
Experience
Focus Financial Partners June 2014 - Present
Merrill Lynch May 1985 - May 2014
Skills
Equities, Series 63, Wealth Management, Alternative Investments, Series 7, Financial Services, Investments, Asset Allocation, Asset Management, Business Strategy, Strategy, Fixed Income, FINRA, Hedge Funds, Investment Advisory, Mutual Funds, Portfolio Management, Securities, Investment Management, Investment Strategies, Wealth Management..., Series 24, Uniform Combined State..., Retirement Planning
Education
James Madison University 1983 — 1987
Bachelor of Science (B.S.), communication arts
Focus Financial Partners June 2014 - Present
Merrill Lynch May 1985 - May 2014
Skills
Equities, Series 63, Wealth Management, Alternative Investments, Series 7, Financial Services, Investments, Asset Allocation, Asset Management, Business Strategy, Strategy, Fixed Income, FINRA, Hedge Funds, Investment Advisory, Mutual Funds, Portfolio Management, Securities, Investment Management, Investment Strategies, Wealth Management..., Series 24, Uniform Combined State..., Retirement Planning
Education
James Madison University 1983 — 1987
Bachelor of Science (B.S.), communication arts
Mara (Mara Frange) Salomone's Focus Financial Partners Experience May 2013 - Present
Job Financial Analyst at Focus Financial Partners
Industry Financial Services
Experience
Focus Financial Partners May 2013 - Present
Burson-Marsteller January 2007 - May 2013
OPERA SOLUTIONS LLC January 2005 - January 2007
Education
Briarcliffe College
Bachelors of Accounting
Focus Financial Partners May 2013 - Present
Burson-Marsteller January 2007 - May 2013
OPERA SOLUTIONS LLC January 2005 - January 2007
Education
Briarcliffe College
Bachelors of Accounting
Frank Balducci, CPA's Focus Financial Partners Experience March 2013 - Present
Job Senior Vice President Financial Reporting at Focus Financial Partners
Industry Accounting
Experience
Focus Financial Partners March 2013 - Present
AppSense February 2012 - February 2013
Venture Industries, Inc. March 2011 - July 2011
Lifetime Brands, Inc. August 2005 - September 2010
Deloitte & Touche LLP July 1993 - August 2005
Education
Saint John's University
BS, Accounting
Focus Financial Partners March 2013 - Present
AppSense February 2012 - February 2013
Venture Industries, Inc. March 2011 - July 2011
Lifetime Brands, Inc. August 2005 - September 2010
Deloitte & Touche LLP July 1993 - August 2005
Education
Saint John's University
BS, Accounting