Leadership Overview
Focus Financial Partners has 7 executives leading key functions including executive strategy, technology infrastructure, financial oversight, human capital management, operational scaling, divisional leadership, and business ownership.
Committed to an integrated, client-first model, Focus Financial Partners empowers wealth management and family office firms through capital, strategic resources, and specialized operational expertise to drive sustainable growth.
Committed to an integrated, client-first model, Focus Financial Partners empowers wealth management and family office firms through capital, strategic resources, and specialized operational expertise to drive sustainable growth.
Leadership Roles at Focus Financial Partners
Jeffrey Sheldon - Chief Executive Officer, Cardinal Point, Focus Partners (Canada)
Jeffrey Sheldon, the Chief Executive Officer, Cardinal Point, Focus Partners (Canada) at Focus Financial Partners, directs all strategic initiatives across the Canadian market. Sheldon oversees the integration of wealth management and family office services, ensuring alignment with the broader corporate mission of delivering client-first financial solutions. By architecting growth strategies for partner firms, the Chief Executive Officer, Cardinal Point, Focus Partners (Canada) facilitates the expansion of investment management and estate planning capabilities. Jeffrey Sheldon maintains rigorous standards for operational excellence, supporting advisors with the capital and resources necessary for long-term success. Through the coordination of cross-functional teams, Sheldon drives the delivery of specialized business management services. This leadership role involves navigating complex regulatory environments while fostering sustainable development for all Canadian partner firms within the organization.
Jason Dubinsky - Chief Financial Officer
Jason Dubinsky, the Chief Financial Officer at Focus Financial Partners, manages the fiscal health and capital allocation strategies of the organization. Dubinsky oversees financial reporting, budgeting, and long-term investment planning to support the firm's growth objectives. By analyzing market trends and business valuation metrics, the Chief Financial Officer ensures that capital resources reach partner firms effectively. Jason Dubinsky coordinates with the Board to maintain transparency and drive shareholder value through disciplined financial management. This leadership role involves overseeing risk management frameworks and credit facilities that underpin the company's diverse service offerings. Through the rigorous monitoring of financial performance, Dubinsky supports the expansion of wealth management and asset management capabilities. The Chief Financial Officer maintains the fiscal integrity required to sustain the firm's competitive position in the financial services industry.
Justin Ferri - Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth
Justin Ferri, the Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth at Focus Financial Partners, executes the operational strategy that integrates diverse wealth management and business management firms. Ferri oversees the day-to-day functions of the organization, ensuring that partner firms receive the necessary support to deliver high-quality client services. By streamlining internal processes and optimizing resource allocation, the Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth drives efficiency across the entire enterprise. Justin Ferri collaborates with other executives to implement strategic initiatives that facilitate sustainable growth and market expansion. This leadership role involves managing the operational complexities of trust, estate, and risk management services. Through the coordination of cross-functional teams, Ferri ensures that the firm's integrated model remains responsive to the evolving needs of clients and advisors.
Gerald Goldberg - Division President
Gerald Goldberg, the Division President at Focus Financial Partners, directs the strategic operations of specific business units within the organization. Goldberg oversees the performance of assigned partner firms, ensuring that each entity adheres to the company's client-first model. By providing specialized guidance on asset management and business valuation, the Division President facilitates the growth of regional portfolios. Gerald Goldberg coordinates with the executive team to align divisional goals with the firm's overarching mission of providing comprehensive financial solutions. This leadership role involves managing relationships with key advisors and ensuring the successful delivery of trust and estate planning services. Through the implementation of targeted operational strategies, Goldberg drives revenue growth and enhances the competitive standing of the division. The Division President maintains a focus on operational excellence to support the long-term success of all partner firms.
Douglas Merriman - President & Owner
Douglas Merriman, the President & Owner at Focus Financial Partners, provides high-level strategic direction for the firm's business management and wealth advisory operations. Merriman oversees the development of specialized solutions that address the unique needs of family offices and high-net-worth clients. By leveraging deep industry expertise, the President & Owner drives the expansion of tax planning and risk management services across the organization. Douglas Merriman collaborates with other leaders to ensure that the firm's integrated model remains effective in a dynamic financial landscape. This leadership role involves fostering long-term relationships with partner firms and supporting the growth of their client bases. Through the application of sound business principles, Merriman ensures that the organization maintains its commitment to excellence. The President & Owner directs the strategic vision that enables the firm to deliver consistent value to clients and stakeholders.
Mark Israel - Chief Technology Officer
Mark Israel, the Chief Technology Officer at Focus Financial Partners, architects the digital infrastructure supporting the firm's integrated wealth management model. Israel drives the implementation of advanced technological solutions that enhance data security, streamline investment management workflows, and improve client reporting capabilities. Overseeing the firm's digital transformation, the Chief Technology Officer ensures that partner firms possess the tools required for efficient tax planning and trust administration. Mark Israel collaborates with executive leadership to align technical investments with the overarching goal of scaling operational capacity across the organization. By modernizing legacy systems and integrating new financial software, Israel optimizes the delivery of specialized services. This role involves managing complex cybersecurity protocols to protect sensitive client information while maintaining seamless connectivity across the entire network of partner firms.
Lawrence Frers - Chief Human Resources Officer
Lawrence Frers, the Chief Human Resources Officer at Focus Financial Partners, directs the talent acquisition and organizational development strategies that sustain the firm's human capital. Frers oversees the recruitment of top-tier advisors and the implementation of professional development programs designed to strengthen client relationships. By fostering a culture of excellence, the Chief Human Resources Officer ensures that partner firms attract and retain the expertise necessary for complex tax and estate planning services. Lawrence Frers manages compensation structures and performance management systems that align individual contributions with the company's broader mission. This leadership role involves coordinating with other C-suite executives to ensure organizational agility during periods of growth. Through the development of robust human resource policies, Frers supports the operational efficiency of the entire network, ensuring that every partner firm maintains high standards of service.
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