Focus Financial Partners Executive and Leadership Team

Jeffrey Sheldon, the Chief Executive Officer, Cardinal Point, Focus Partners (Canada) at Focus Financial Partners, directs all strategic initiatives across the Canadian market. Sheldon architects high-level growth plans for wealth management and family office operations, ensuring alignment with the broader corporate mission of delivering integrated financial services. By overseeing regional expansion and client-first service models, the Chief Executive Officer, Cardinal Point, Focus Partners (Canada) strengthens the firm's competitive position in North America. Jeffrey Sheldon manages complex investment management and tax planning frameworks to support partner firms in achieving long-term stability. Through rigorous oversight of business management functions, Sheldon drives operational excellence and fosters sustainable client relationships. This leadership role involves constant collaboration with the executive team to refine service delivery and enhance the value proposition for high-net-worth individuals across the Canadian landscape.

Jason Dubinsky, the Chief Financial Officer at Focus Financial Partners, manages the global financial health and capital allocation strategies of the organization. Dubinsky directs fiscal planning, reporting, and treasury operations to ensure the firm maintains the necessary resources for supporting partner firms. By overseeing the financial integration of new wealth management and asset management acquisitions, the Chief Financial Officer optimizes the company's balance sheet and drives long-term value creation. Jason Dubinsky collaborates with the Board to communicate financial performance and strategic investment priorities to stakeholders. This role involves rigorous risk management and the implementation of robust financial controls across all business units. Through precise capital deployment and efficient resource management, Dubinsky supports the overarching mission of providing specialized solutions that facilitate sustainable growth for the entire network of partner firms.

Justin Ferri, the Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth at Focus Financial Partners, directs the day-to-day operational execution and strategic scaling of the firm. Ferri oversees the integration of business management and asset management functions, ensuring that partner firms receive the necessary operational expertise to thrive. By driving efficiency across internal processes, the Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth optimizes the delivery of trust, estate, and tax planning services. Justin Ferri manages cross-functional teams to maintain high standards of service quality and operational consistency. This leadership role involves coordinating with other executives to implement growth strategies that strengthen the firm's market position. Through meticulous oversight of operational workflows, Ferri ensures that the organization remains agile and capable of supporting the complex needs of diverse wealth management clients.

Douglas Merriman, the President & Owner at Focus Financial Partners, directs the strategic vision and business development efforts for the firm's specialized wealth management operations. Merriman architects growth initiatives that expand the company's footprint in key markets, focusing on high-value client relationships and comprehensive financial planning. By overseeing the delivery of trust, estate, and risk management services, the President & Owner ensures that the firm maintains its reputation for excellence. Douglas Merriman manages the alignment of business goals with the broader corporate mission of providing integrated, client-first solutions. This leadership role involves engaging with partner firms to identify new opportunities for collaboration and service enhancement. Through active management of business operations and a commitment to sustainable growth, Merriman drives the firm's success in providing sophisticated financial support to families and businesses.

Gerald Goldberg, the Division President at Focus Financial Partners, directs the operational and strategic performance of a key business unit within the organization. Goldberg architects localized growth strategies that leverage the firm's integrated model to provide specialized investment management and business valuation services. By overseeing the division's daily operations, the Division President ensures that partner firms receive the necessary resources to strengthen client relationships and facilitate sustainable growth. Gerald Goldberg manages the division's financial performance and service delivery standards to align with the company's overarching objectives. This leadership role involves coordinating with other executives to optimize resource allocation and drive operational efficiency across the division. Through focused management and a deep understanding of market nuances, Goldberg supports the firm's mission of delivering comprehensive, client-centric financial solutions to a diverse range of clients.

Mark Israel, the Chief Technology Officer at Focus Financial Partners, architects the digital infrastructure and technological capabilities that support the firm's integrated service model. Israel directs the development of specialized platforms for trust and estate planning, investment management, and business valuation. By overseeing the implementation of secure, scalable systems, the Chief Technology Officer ensures that partner firms possess the tools required to deliver superior client experiences. Mark Israel manages cybersecurity initiatives and data integrity protocols to protect sensitive financial information across the entire organization. This leadership role involves aligning technological investments with the company's strategic goals to enhance operational efficiency and service delivery. Through continuous innovation in digital solutions, Israel drives the modernization of wealth management processes, enabling advisors to focus on building stronger, more sustainable client relationships within the competitive financial services landscape.

Lawrence Frers, the Chief Human Resources Officer at Focus Financial Partners, directs the talent acquisition, development, and organizational culture strategies that underpin the firm's success. Frers architects programs designed to attract and retain top-tier financial advisors and operational experts who align with the company's client-first model. By overseeing human capital initiatives, the Chief Human Resources Officer ensures that the organization maintains the specialized expertise required for complex wealth management and family office support. Lawrence Frers manages performance management systems and leadership development pipelines to foster a culture of excellence and continuous improvement. This role involves collaborating with the executive team to align workforce capabilities with the company's long-term growth objectives. Through strategic workforce planning and the cultivation of a high-performance environment, Frers supports the firm's ability to deliver consistent, high-quality financial services to clients across all regions.