You Are Our Passion
We Are Your Team
You Are Our Passion
We Are Your Team
You have lots of options to support your business. But to grow a roster of high-net-worth clients in today’s competitive financial landscape, you need more. That’s where we come in.
When you partner with us, we become an extension of your team. We deliver a level of partnership, research support and professional development that goes far beyond day-to-day operational details. Learn about the full team that supports you here and meet some of your partners below.
Executive Leadership
Adam Birenbaum
Chief Executive Officer
Executive Leadership
Jonathan Scheid
President, Focus Partners Advisor Solutions
Executive Leadership
Howard Lee
Managing Director, Focus Partners Advisor Solutions
Executive Leadership
Investment Strategy
Kevin Grogan
Chief Investment Officer, Systematic Strategies
Investment Strategy
Jared Kizer
Lead Research Analyst
Investment Strategy
Sheldon McFarland
Director, Investment Strategy
Investment Strategy
Blerina Hysi
Director, Fixed Income
Investment Strategy
Advanced Planning
Jeffrey Levine
Chief Planning Officer
Advanced Planning
Michael Kitces
Head of Planning Strategy
Advanced Planning
Jim Cornfeld
Advanced Planning Advisor
Advanced Planning
Dan Johnson
Advanced Planning Advisor
Advanced Planning
Matt Nelson
Director, Wealth Planning
Advanced Planning
Lori Lustberg
Advanced Planning Advisor
Advanced Planning
Business & Technology Solutions
David Luckes
Senior Institutional Portfolio Manager
Business & Technology Solutions
Chuck Laverty
Director, Business Owner Services
Business & Technology Solutions
Operational Support
Amy Michaelson
Director, Portfolio Trading
Operational Support
Brian Regan
Senior Director, Onboarding & Integration
Operational Support
Ben Lanning
Senior Director, Client Portfolio Management
Operational Support
Misty La Buguen
Director, Service Management
Operational Support
Cynthia Chu
Managing Director, Service & Operations
Operational Support
Brittany Marshall
Senior Director, Operations
Operational Support
Chris Vanhouten
Senior Manager, Data Services
Operational Support
Compliance Team
Jeffery Yorg
Head, Legal & Chief Compliance Officer | Chief Compliance Officer SA Funds
Compliance Team
Sara Buser
Compliance Manager
Compliance Team
Emily Turner
Compliance Analyst
Compliance Team
Client Experience
Allison Barbieri
Relationship Manager
Client Experience
Laura Barr
Relationship Manager
Client Experience
Will Blanchette
Relationship Manager
Client Experience
Jim Boylan
Managing Director, Northeast
Client Experience
Sean Brooks
Managing Director, Central
Client Experience
Erica Brown
Relationship Manager
Client Experience
Vincent Crivello
Director, Practice Management
Client Experience
David Hanna
Senior Client & Advisor Experience Manager
Client Experience
Chris Hadeler
Relationship Manager
Client Experience
Jeremy Miller
Regional Director
Client Experience
Matt Miller
Regional Director
Client Experience
Mark Driscoll
Regional Director
Client Experience
Angela Muckler
Regional Director
Client Experience
Mike Ozburn
Managing Director, Southeast
Client Experience
Panch Romero
Regional Director
Client Experience
Carter Schmid
Regional Director
Client Experience
Ben Slater
Managing Director, West
Client Experience
Angie Stover
Manager, Relationship Management
Client Experience
Retirement Services
Kristen Donovan
Director, Retirement Solutions
Retirement Services
Matthew Pranschke
Retirement Solutions Advisor
Retirement Services
Kathryn Risch
Retirement Solutions Advisor
Retirement Services
Tim Helsel
Retirement Solutions Advisor
Retirement Services
