Leadership Overview
Focus Partners has 10 executives leading key functions including strategic vision, operational excellence, financial oversight, and human capital management.
Committed to a fiduciary-first model, Focus Partners delivers comprehensive wealth management and financial planning services that integrate individual values with long-term goals to secure client financial futures.
Committed to a fiduciary-first model, Focus Partners delivers comprehensive wealth management and financial planning services that integrate individual values with long-term goals to secure client financial futures.
Leadership Roles at Focus Partners
Adam Birenbaum - Chief Executive Officer
Adam Birenbaum, the Chief Executive Officer at Focus Partners, directs the overarching strategic vision and long-term growth trajectory of the firm. Birenbaum architects the firm's fiduciary-led wealth management framework, ensuring that every client interaction reflects the commitment to high-touch, research-backed financial planning. By overseeing the integration of specialized services like tax-efficient wealth transfer and estate planning, the Chief Executive Officer maintains the firm's competitive position on the Barron's Top 100 RIA Firms list. Adam Birenbaum drives the expansion of the nationwide network of experts, facilitating the delivery of institutional-grade technical depth to individual investors and high-net-worth families. Through constant evaluation of market trends and internal performance metrics, the Chief Executive Officer aligns the firm's operational capabilities with the evolving needs of institutional clients, ultimately securing the company's reputation as a premier independent Registered Investment Advisor.
Corey Abrams - Founder & Chief Executive Officer
Corey Abrams, the Founder & Chief Executive Officer at Focus Partners, establishes the foundational principles and core values that define the firm's market presence. Abrams drives the development of the boutique-style service model, ensuring that the firm balances personalized attention with the technical rigor required for complex financial planning. As the Founder & Chief Executive Officer, Abrams monitors the alignment of corporate initiatives with the fiduciary-first mandate, guaranteeing that client interests remain the primary focus of all strategic decisions. By fostering a culture of excellence and innovation, Corey Abrams guides the firm through the complexities of the modern investment landscape, supporting the delivery of holistic wealth management solutions. The Founder & Chief Executive Officer oversees the long-term sustainability of the business model, ensuring that the firm continues to provide high-value, research-backed guidance to individual investors and families across the United States.
Dhruv Gupta - Chief Financial Officer
Dhruv Gupta, the Chief Financial Officer at Focus Partners, manages the financial health and fiscal strategy of the firm. Gupta directs the budgeting, financial reporting, and capital allocation processes that support the firm's growth as a premier independent Registered Investment Advisor. As the Chief Financial Officer, Gupta oversees the financial modeling required for long-term planning, ensuring that the firm maintains the resources necessary to provide high-touch, research-backed services. Dhruv Gupta monitors the firm's revenue streams and cost structures, driving efficiency to support the delivery of specialized wealth management solutions. By providing financial insights to the executive team, the Chief Financial Officer facilitates informed decision-making regarding market expansion and service development. Gupta ensures that the firm's financial practices remain transparent and aligned with the fiduciary-first model, supporting the overall stability and success of the organization in the competitive wealth management landscape.
Leif Czaplewski - Chief Operating Officer
Leif Czaplewski, the Chief Operating Officer at Focus Partners, manages the internal infrastructure and operational systems that enable the firm's wealth management services. Czaplewski directs the scaling of operational processes, ensuring that the firm maintains its high-touch service quality while expanding its reach to more high-net-worth families. As the Chief Operating Officer, Czaplewski oversees the integration of technology and research-backed tools into the daily workflow of advisors, driving productivity and precision in financial planning. Leif Czaplewski monitors the firm's operational performance, identifying opportunities to enhance the delivery of tax-efficient wealth transfer and estate planning services. By optimizing internal workflows and resource allocation, the Chief Operating Officer supports the firm's fiduciary-first mission, ensuring that all operational activities align with the long-term best interests of clients. Czaplewski maintains the operational stability required for the firm to remain a leader in the independent RIA industry.
Jeremy Burger - Division President, Advisory Leadership
Jeremy Burger, the Division President, Advisory Leadership at Focus Partners, directs the strategic development and performance of the firm's advisory teams. Burger architects the training and support frameworks that enable advisors to deliver high-touch, fiduciary-led wealth management services. As the Division President, Advisory Leadership, Burger oversees the implementation of research-backed financial planning methodologies across the firm's advisory network. Jeremy Burger monitors the performance of advisory teams, driving initiatives that enhance client satisfaction and long-term financial outcomes. By fostering a culture of excellence and technical proficiency, the Division President, Advisory Leadership ensures that the firm's advisors provide the depth of service expected of a premier independent Registered Investment Advisor. Burger coordinates with other executive leaders to align advisory activities with the firm's broader strategic goals, supporting the delivery of personalized wealth management solutions to individual investors and high-net-worth families.
Heather Mahoney - Division President
Heather Mahoney, the Division President at Focus Partners, directs the operational and strategic growth of specific business units within the firm. Mahoney architects the expansion of specialized services, such as retirement strategies and wealth transfer, ensuring that these offerings meet the high standards of the firm's fiduciary-first model. As the Division President, Mahoney oversees the integration of new client segments and institutional partnerships, driving the firm's market reach. Heather Mahoney monitors the performance of assigned divisions, implementing improvements that enhance the delivery of research-backed financial planning. By coordinating with the executive team, the Division President ensures that all business activities align with the firm's mission to provide personalized, high-touch wealth management. Mahoney drives the development of new service capabilities, supporting the firm's position as a leader in the independent RIA space and ensuring that the company continues to meet the complex needs of its diverse client base.
Vanessa Wieliczko - Chief of Staff
Vanessa Wieliczko, the Chief of Staff at Focus Partners, coordinates cross-functional initiatives to ensure seamless execution of the firm's strategic priorities. Wieliczko directs the flow of information between executive leadership and operational departments, facilitating alignment on key wealth management and financial planning goals. As the Chief of Staff, Wieliczko manages the internal processes that support the firm's fiduciary-first model, ensuring that all teams operate with the necessary resources to deliver high-touch service. Vanessa Wieliczko oversees the implementation of organizational improvements, driving efficiency across the firm's nationwide network of experts. By managing complex projects and supporting the executive team in decision-making, the Chief of Staff ensures that the firm maintains its status as a premier independent Registered Investment Advisor. Wieliczko monitors the progress of strategic objectives, providing the operational oversight required to sustain the firm's growth and market impact.
Lisa Poff - Principal and Chief Marketing Officer
Lisa Poff, the Principal and Chief Marketing Officer at Focus Partners, directs the firm's brand strategy and market positioning. Poff architects the communication of the firm's fiduciary-first value proposition, ensuring that individual investors and high-net-worth families understand the benefits of the firm's research-backed approach. As the Principal and Chief Marketing Officer, Poff oversees the development of marketing campaigns that highlight the firm's expertise in tax-efficient wealth transfer and estate planning. Lisa Poff drives the firm's visibility in the industry, leveraging the recognition from the Barron's Top 100 RIA Firms list to attract new clients and institutional partners. By managing the firm's public image and client engagement strategies, the Principal and Chief Marketing Officer ensures that the brand remains synonymous with high-touch, personalized financial planning. Poff continuously refines the firm's messaging to reflect the evolving needs of clients, supporting the overall growth and market impact of the organization.
Dawn Lovelace - Chief Human Resources Officer
Dawn Lovelace, the Chief Human Resources Officer at Focus Partners, directs the talent acquisition, development, and retention strategies that sustain the firm's high-touch service model. Lovelace architects the organizational culture, ensuring that all employees embody the fiduciary-first values that define the firm's wealth management services. As the Chief Human Resources Officer, Lovelace oversees the training and professional development programs that equip the firm's nationwide network of experts with the technical depth required for complex financial planning. Dawn Lovelace monitors employee engagement and performance, driving initiatives that foster a collaborative and high-performing work environment. By managing the human capital needs of the firm, the Chief Human Resources Officer supports the delivery of personalized, research-backed financial planning to individual investors and families. Lovelace ensures that the firm attracts and retains top-tier talent, maintaining the expertise necessary to remain a leader in the independent RIA industry.
Frederick Baird - Managing Director
Frederick Baird, the Managing Director at Focus Partners, executes high-level operational strategies that support the firm's wealth management and financial planning objectives. Baird directs the implementation of complex estate planning and retirement strategies, ensuring that the firm's technical depth meets the specific requirements of high-net-worth families. As the Managing Director, Baird coordinates with internal teams to refine the delivery of fiduciary-led services, maintaining the high-touch standards expected of a boutique firm. Frederick Baird oversees the application of research-backed methodologies to portfolio management, driving efficiency and precision in client outcomes. By managing key institutional relationships and fostering growth within the firm's advisory network, the Managing Director ensures that the company remains a leader in the independent RIA space. Baird continuously evaluates service delivery models to optimize the client experience, reinforcing the firm's commitment to long-term financial success.
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Frequently Asked Questions Regarding Focus Partners Top Executives and Leadership Team
