Focus Financial Partners Executive and Leadership Team

September, 2026

Leadership Overview

Focus Financial Partners has 7 executives leading key functions including strategy, technology, finance, operations, human resources, division management, and ownership.

Committed to empowering independent fiduciary wealth management, Focus Financial Partners delivers comprehensive financial planning, asset allocation, and tax management services to clients across the United States.

Leadership Roles at Focus Financial Partners

  • Chief Executive Officer - Ahmet İhsan
  • Chief Financial Officer - Jason Dubinsky
  • Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth - Justin Ferri
  • Division President - Gerald Goldberg
  • President & Owner - Douglas Merriman
  • Chief Technology Officer - Mark Israel
  • Chief Human Resources Officer - Lawrence Frers
  • Ahmet İhsan - Chief Executive Officer

    Ahmet İhsan, the Chief Executive Officer at Focus Financial Partners, directs the overarching strategic vision for the firm. Ahmet İhsan architects long-term growth initiatives by identifying high-potential independent wealth management practices for partnership. This leadership role involves constant engagement with the Board to ensure alignment with fiduciary standards and market expansion goals. By overseeing the integration of new partner firms, the Chief Executive Officer maintains the integrity of the wealth management ecosystem. The Chief Executive Officer drives the firm toward excellence in asset management and financial planning services. Through rigorous oversight of corporate governance, the Chief Executive Officer secures the firm's position as a leader in the financial sector. This executive leadership ensures that all partner firms adhere to the core mission of providing superior client-centric financial solutions while scaling operations across diverse North American markets.

    Jason Dubinsky - Chief Financial Officer

    Jason Dubinsky, the Chief Financial Officer at Focus Financial Partners, oversees the fiscal health and capital allocation strategies of the organization. Jason Dubinsky manages financial reporting, budgeting, and tax planning initiatives that support the firm's investment in independent wealth management practices. This role involves coordinating with the Board to optimize capital structures and ensure sustainable growth. By monitoring market trends, the Chief Financial Officer provides critical insights that guide investment decisions and asset management strategies. The Chief Financial Officer drives financial transparency and accountability across all partner firms, ensuring compliance with regulatory standards. This leadership position requires precise management of liquidity and risk to maintain the firm's strong market position. Through strategic financial planning, the Chief Financial Officer supports the expansion of the firm's footprint, ensuring that all fiscal operations align with the long-term objectives of the organization.
    Jason Dubinsky

    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, manages the daily operational efficiency of the firm. Justin Ferri architects workflows that enable independent wealth management practices to scale their asset management and financial planning services effectively. This role involves overseeing cross-functional teams to ensure seamless integration of new partners into the broader network. By optimizing operational processes, the Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth drives productivity and service quality across the organization. This leadership position requires close collaboration with other executives to align operational output with the firm's strategic goals. Through the implementation of best practices, the Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth ensures that all partner firms maintain high standards of client service while expanding their reach within the competitive wealth management landscape.
    Justin Ferri

    Gerald Goldberg - Division President

    Gerald Goldberg, the Division President at Focus Financial Partners, manages the performance and strategic direction of specific business units within the organization. Gerald Goldberg architects growth plans that enhance the delivery of wealth management and tax services for the division. This role involves overseeing the operational success of partner firms to ensure they meet fiduciary standards and client expectations. By monitoring regional market dynamics, the Division President identifies opportunities for expansion and service improvement. The Division President collaborates with the executive team to align divisional goals with the overall corporate mission. This leadership position requires constant engagement with partner firm principals to drive efficiency and revenue growth. Through targeted management of divisional resources, the Division President ensures that the firm maintains its competitive edge in the financial services industry while delivering consistent value to clients across the assigned operational territory.

    Douglas Merriman - President & Owner

    Douglas Merriman, the President & Owner at Focus Financial Partners, provides high-level oversight and strategic guidance for the firm's investment activities. Douglas Merriman architects the vision for independent wealth management partnerships, ensuring that the firm remains a leader in financial planning and asset management. This role involves maintaining strong relationships with key stakeholders and partner firms to foster long-term success. By leveraging deep industry expertise, the President & Owner drives the firm's commitment to fiduciary excellence and client-centric service. The President & Owner collaborates with the executive team to navigate complex market environments and identify new avenues for growth. This leadership position requires a focus on sustainable business practices that support the firm's reputation and market impact. Through strategic decision-making, the President & Owner ensures that the organization continues to provide high-quality financial solutions to clients throughout the national market.

    Mark Israel - Chief Technology Officer

    Mark Israel, the Chief Technology Officer at Focus Financial Partners, manages the digital infrastructure supporting independent wealth management firms. Mark Israel architects scalable cloud solutions that streamline asset allocation and financial planning workflows for partner practices. This role involves evaluating emerging fintech trends to enhance the firm's competitive edge in the wealth management industry. By implementing robust cybersecurity protocols, the Chief Technology Officer protects sensitive client data across the entire network. The Chief Technology Officer collaborates with other C-suite leaders to integrate advanced data analytics into daily operations, driving efficiency and improved decision-making. This leadership position requires constant innovation to support the complex needs of fiduciary advisors. Through the deployment of cutting-edge software, the Chief Technology Officer ensures that all partner firms maintain high-performance standards while delivering seamless financial services to clients throughout the national market.

    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 for the firm. Lawrence Frers architects programs that attract and retain top-tier professionals within the wealth management and financial planning sectors. This role involves fostering a culture of excellence and fiduciary responsibility across all partner firms. By implementing comprehensive training and development initiatives, the Chief Human Resources Officer ensures that the workforce remains equipped to handle complex asset management challenges. The Chief Human Resources Officer collaborates with leadership to align human capital strategies with the firm's growth objectives. This leadership position requires a deep understanding of organizational dynamics to maintain high performance across diverse teams. Through effective talent management, the Chief Human Resources Officer supports the firm's mission by ensuring that the right people are in place to deliver superior financial services to clients nationwide.

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    Frequently Asked Questions Regarding Focus Financial Partners Top Executives and Leadership Team

    Who leads Focus Financial Partners?
    Focus Financial Partners is led by Ahmet İhsan (Chief Executive Officer), along with executives such as Jason Dubinsky (Chief Financial Officer) and Justin Ferri (Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth).
    Who is part of Focus Financial Partners’s executive team?
    The executive team of Focus Financial Partners includes leaders such as Ahmet İhsan (Chief Executive Officer), Jason Dubinsky (Chief Financial Officer), Justin Ferri (Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth) and other senior executives.
    How many executives does Focus Financial Partners have?
    Focus Financial Partners has 7 executives leading key business areas.
    What roles are included in Focus Financial Partners’s leadership team?
    The leadership team of Focus Financial Partners includes roles such as Chief Executive Officer, Chief Financial Officer, Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth, Division President, President & Owner.