Focus Financial Partners Executive and Leadership Team

Adam Birenbaum, the Chief Executive Officer at Focus Financial Partners, directs the overarching corporate strategy and long-term vision for the firm. By overseeing the acquisition and integration of independent wealth management practices, the Chief Executive Officer ensures consistent growth across the national footprint. Adam Birenbaum maintains direct oversight of the executive leadership team to align business objectives with fiduciary standards. This leadership role involves navigating complex market dynamics to expand the reach of financial planning and asset management services. Through rigorous evaluation of potential partnerships, the Chief Executive Officer strengthens the competitive position of the organization. Birenbaum drives the expansion of service offerings, ensuring that all affiliated firms adhere to the core mission of providing high-quality, independent financial advice. By fostering a culture of excellence, the Chief Executive Officer secures the stability and future success of the entire enterprise.

Jason Dubinsky, the Chief Financial Officer at Focus Financial Partners, manages the fiscal health and capital allocation strategies of the organization. By overseeing financial reporting, budgeting, and treasury functions, the Chief Financial Officer ensures the firm maintains a robust balance sheet to support ongoing expansion. Jason Dubinsky coordinates with the Board to communicate financial performance and long-term value creation. This leadership role involves analyzing market trends to optimize investment in independent wealth management firms. By maintaining rigorous financial controls, the Chief Financial Officer mitigates risk and enhances operational efficiency across the entire portfolio. Dubinsky drives the capital structure strategy, ensuring sufficient liquidity for strategic initiatives. Through precise financial planning, the Chief Financial Officer supports the overarching goal of delivering sustainable growth, providing the necessary resources for the firm to continue its mission of empowering independent fiduciary advisors.

Colleen Lindstrom, the Chief Financial Officer & Chief Compliance Officer at Focus Financial Partners, governs the intersection of fiscal integrity and regulatory adherence. By overseeing the internal audit processes, the Chief Financial Officer & Chief Compliance Officer ensures that all wealth management activities align with strict fiduciary standards. Colleen Lindstrom manages the regulatory reporting requirements across diverse jurisdictions to maintain operational transparency. This leadership role involves developing comprehensive compliance programs that protect the firm and its clients from legal and reputational risks. By integrating financial oversight with compliance monitoring, the Chief Financial Officer & Chief Compliance Officer creates a secure environment for business growth. Lindstrom drives the implementation of best practices in asset management and tax reporting. Through constant vigilance, the Chief Financial Officer & Chief Compliance Officer upholds the reputation of the firm, ensuring that every partner practice operates with the highest level of ethical conduct.

Justin Ferri, the Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth at Focus Financial Partners, directs the daily operational workflows and strategic execution of the firm. By overseeing the integration of new partner firms, the Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth ensures operational consistency across the national network. Justin Ferri manages the cross-functional teams responsible for delivering high-quality wealth management services. This leadership role involves optimizing internal processes to improve service delivery and client satisfaction. By aligning operational capacity with business goals, the Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth drives efficiency in asset management and financial planning. Ferri coordinates with other executives to implement growth initiatives that scale the business effectively. Through disciplined operational management, the Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth supports the long-term success of the organization.

Douglas Merriman, the President & Owner at Focus Financial Partners, drives the strategic direction and business development efforts for the firm. By overseeing the expansion of the client base and the acquisition of new wealth management practices, the President & Owner ensures the firm maintains a strong market presence. Douglas Merriman manages the relationships with key stakeholders to align business activities with the core mission of independent fiduciary advice. This leadership role involves identifying new opportunities for growth in asset management and financial planning services. By providing guidance to partner firms, the President & Owner enhances the overall value proposition of the organization. Merriman drives the implementation of strategic initiatives that improve service quality and operational reach. Through active leadership, the President & Owner secures the long-term viability of the firm, ensuring that the business continues to provide exceptional value to clients and partners alike.

Gerald Goldberg, the Division President at Focus Financial Partners, directs the performance and strategic growth of specific business units within the organization. By overseeing the operational success of assigned divisions, the Division President ensures that wealth management services meet the highest standards of quality and fiduciary care. Gerald Goldberg manages the coordination between division teams and the corporate office to streamline asset allocation and financial planning processes. This leadership role involves identifying regional market opportunities to expand the footprint of the firm. By driving divisional performance, the Division President contributes to the overall revenue growth and market impact of the company. Goldberg coordinates with other leaders to share best practices and improve service delivery across the network. Through focused management, the Division President ensures that each unit remains aligned with the broader mission of providing independent, high-quality financial advice to clients.

Mark Israel, the Chief Technology Officer at Focus Financial Partners, architects the digital infrastructure required to support complex wealth management operations. By implementing scalable software solutions, the Chief Technology Officer enhances the efficiency of asset allocation and financial planning tools used by partner firms. Mark Israel manages the cybersecurity framework to protect sensitive client data across all regional operations. This leadership role involves integrating advanced data analytics to provide actionable insights for wealth managers. By modernizing the technological stack, the Chief Technology Officer enables seamless collaboration between the corporate office and independent practices. Israel drives the adoption of innovative platforms that streamline tax reporting and portfolio management processes. Through continuous technological evolution, the Chief Technology Officer ensures that the firm remains at the forefront of digital transformation within the financial services industry, ultimately supporting the growth of the entire network.

Lawrence Frers, the Chief Human Resources Officer at Focus Financial Partners, architects the talent acquisition and organizational development strategies. By overseeing recruitment, performance management, and employee engagement, the Chief Human Resources Officer ensures the firm attracts top-tier professionals in the wealth management sector. Lawrence Frers manages the development of training programs that enhance the skills of financial advisors and support staff. This leadership role involves fostering a corporate culture that values fiduciary responsibility and client-centric service. By implementing competitive compensation and benefits structures, the Chief Human Resources Officer drives retention and professional growth across the organization. Frers coordinates with leadership to align human capital with the strategic objectives of the firm. Through effective workforce planning, the Chief Human Resources Officer ensures that the company maintains the necessary expertise to deliver superior financial planning and asset management services to a diverse client base.