Leadership Overview
Focus Financial Partners has 5 executives leading key functions including strategy, finance, human resources, operations, and division leadership.
Driven by a commitment to empowering independent wealth managers, Focus Financial Partners specializes in providing essential investment and operational support, fostering growth and client success within the financial planning and asset management sectors.
Driven by a commitment to empowering independent wealth managers, Focus Financial Partners specializes in providing essential investment and operational support, fostering growth and client success within the financial planning and asset management sectors.
Leadership Roles at Focus Financial Partners
Adam Birenbaum - Chief Executive Officer
Adam Birenbaum, the Chief Executive Officer at Focus Financial Partners, directs the overarching corporate strategy and vision. Birenbaum guides the firm's investment approach in independent wealth management businesses, ensuring alignment with the company's mission to support fiduciary advisors. This leadership role involves cultivating strategic partnerships and driving expansion across the wealth management landscape. Overseeing key initiatives, Adam Birenbaum ensures the firm's continued growth and market leadership. The Chief Executive Officer's responsibilities extend to fostering a culture of innovation and operational excellence, directly impacting the firm's ability to attract and retain top-tier independent wealth management partners. Birenbaum's strategic direction is crucial for navigating the evolving financial services industry and maximizing value for stakeholders.
Jason Dubinsky - Chief Financial Officer
Jason Dubinsky, the Chief Financial Officer at Focus Financial Partners, manages all financial operations and strategic financial planning. Dubinsky oversees capital allocation, investor relations, and financial reporting, ensuring fiscal integrity and robust financial health for the organization. This critical role involves developing financial models to support investment decisions and drive sustainable growth. The Chief Financial Officer works closely with the CEO and other executives to articulate financial strategy and performance. By optimizing financial structures and managing risk, Jason Dubinsky directly contributes to the firm's profitability and long-term stability. Dubinsky's expertise is essential for maintaining strong relationships with financial institutions and investors, underpinning the company's expansion and operational efficiency.
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, directs daily operations and drives strategic execution across the firm and its wealth management subsidiaries. Ferri oversees the integration of acquired firms, ensuring seamless operational alignment and maximizing synergies. This leadership position involves optimizing business processes, enhancing service delivery, and managing the operational infrastructure that supports the firm's investor base. The Chief Operating Officer & President works to ensure efficient resource allocation and operational scalability. By refining operational frameworks and driving efficiency, Justin Ferri directly supports the firm's mission to empower independent wealth managers and expand its market presence.
Gerald Goldberg - Division President
Gerald Goldberg, the Division President at Focus Financial Partners, leads specific business units and drives strategic growth within designated market segments. Goldberg is responsible for overseeing the performance and development of these divisions, ensuring they meet or exceed financial and operational targets. This role involves cultivating strong relationships with the independent wealth management firms operating within the assigned divisions. The Division President works to implement strategic initiatives that enhance client service and expand market share. By focusing on divisional performance and strategic alignment, Gerald Goldberg contributes significantly to the overall success and expansion of Focus Financial Partners' investment portfolio.
Lawrence Frers - Chief Human Resources Officer
Lawrence Frers, the Chief Human Resources Officer at Focus Financial Partners, leads all human capital strategies and organizational development initiatives. Frers is responsible for talent acquisition, retention, and fostering a positive and productive work environment across the organization. This role involves developing comprehensive HR policies and programs that support the company's growth objectives and its investment in independent wealth management firms. The Chief Human Resources Officer ensures that the company's human resources infrastructure aligns with its strategic goals. By cultivating a strong corporate culture and managing employee relations, Lawrence Frers plays a vital part in the firm's operational success and its ability to attract and develop top talent within the finance sector.
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Frequently Asked Questions Regarding Focus Financial Partners Top Executives and Leadership Team
