Focus Partners Executive and Leadership Team

Justin Ferri, the Chief Operating Officer & President, Focus Financial Partners & , Focus Partners Wealth at Focus Partners, directs the operational framework and strategic expansion of the firm. Ferri oversees the integration of acquired firms and the scaling of operational efficiencies across the nationwide network, ensuring the delivery of high-touch service characteristic of a boutique firm. This leadership role involves aligning the company's growth trajectory with its core mission of fiduciary-led wealth management. By optimizing internal processes and resource allocation, Justin Ferri ensures that Focus Partners Wealth maintains its industry leadership and commitment to client-centric financial planning. The operational oversight extends to managing key strategic partnerships that enhance the firm's service offerings and market reach, directly supporting the company's objective to help clients control their financial future while focusing on the present.

Andrew Vogelstein, the President at Focus Partners, drives the overarching strategic vision and market positioning for the firm's comprehensive wealth management services. Vogelstein leads the executive team in upholding the fiduciary-first model, ensuring all client engagements are aligned with individual values, motivations, and long-term financial goals. This leadership position involves guiding the firm's expansion and innovation in areas such as tax-efficient wealth transfer and estate planning. By fostering strong relationships with institutional clients and high-net-worth families, Andrew Vogelstein reinforces the company's reputation as a premier independent RIA. The strategic direction set by Vogelstein ensures Focus Partners Wealth continues to leverage its nationwide network of experts to deliver institutional-caliber advice with personalized service, empowering clients to control their financial future.

Heather Mahoney, the Division President at Focus Partners, spearheads key strategic initiatives and operational execution within designated market segments. Mahoney oversees the delivery of comprehensive financial planning and wealth management services, ensuring adherence to the firm's fiduciary standards and client-centric philosophy. This role involves driving growth by enhancing client relationships and expanding the firm's reach through specialized services like retirement strategies and estate planning. By collaborating with internal teams and external experts, Heather Mahoney ensures the seamless integration of research-backed approaches tailored to client values and life goals. The leadership provided by Mahoney is instrumental in maintaining the firm's competitive edge and its commitment to empowering clients to control their financial future while focusing on present needs.

Lawrence Frers, the Chief Human Resources Officer at Focus Partners, architects the human capital strategy to support the firm's growth and client-focused mission. Frers directs all aspects of talent acquisition, development, and retention, ensuring the team possesses the expertise required for comprehensive fiduciary-led wealth management. This involves cultivating a culture that embodies the company's commitment to client best interests and personalized service. By developing robust HR policies and programs, Lawrence Frers ensures operational alignment with the firm's strategic objectives, particularly in integrating new talent and fostering professional growth. The role is critical in maintaining the high-touch service model that distinguishes Focus Partners Wealth, enabling the organization to attract and retain top-tier professionals dedicated to client success and long-term financial well-being.