Margaret Watson is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds the CFP® and Series 65 designations. Prior to joining Focus Partners Wealth in 2024, she worked at The Colony Group, LLC and GW & Wade, LLC, and earlier was employed by Deloitte & Touche, LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and offers a wide range of wealth management and advisory services, integrated reporting, and access to affiliated service companies beyond standard investment platforms.

Quintin Foreman is a financial advisor at Focus Partners Wealth, LLC based in Boston, MA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at The Colony Group, LLC and Brown Brothers Harriman. Before entering the financial industry, he was affiliated with the Greenville Swamp Rabbits and attended Dartmouth College. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies along with various specialized offerings.

Christopher Holton is a CFP® with 15 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2015. He holds a Series 66 license and is based in Boston, MA. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various private and registered funds.

John Milone is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, he was affiliated with Union College and Notre Dame High School. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines various active and passive strategies.

Nicholas Cole is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 credential. He has been in the industry for less than a year, with prior experience at Audax Group and RSM US LLP. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture and offers a wide range of wealth management and advisory services.

Mark Duffy is a CFP® and CFA® currently with Focus Partners Wealth, LLC, where he has been since 2026. He has prior experience with Rhumbline Advisers LP, Lumora LLC, Impax Asset Management, Invesco Ltd, and Longfellow Investment Management Co LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis, and offers a range of wealth management and advisory services across various asset classes and managed account structures.

Vincent Fieg is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Neighborhood House Charter School, the US Postal Service, and LPL Financial, among others. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various specialized offerings.

James Johnston is a CFP® professional with five years of industry experience, currently serving at Focus Partners Wealth, LLC. He has been with The Colony Group, LLC since 2016. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies alongside various specialized offerings.

Matthew Gordon is a CFP® professional with eight years of industry experience, currently with Focus Partners Wealth, LLC. He has worked at The Colony Group, LLC since 2012. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies and offers a range of financial and fiduciary services, including portfolio management, tax compliance, and family office support.

Brandon Lappin is a financial advisor at Focus Partners Wealth, LLC in Boston, MA. He holds a Series 65 designation and began his advisory career with Focus Partners in 2022. Prior to joining the firm, he was a college student from 2017 to 2021. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies.

Jennifer Stevens is a CFP® professional with five years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management, retirement plan, tax, and business services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party managers, supported by an extensive network of affiliated service companies and product relationships.

Alexander Bodio is a Series 65-licensed advisor with Focus Partners Wealth, LLC in Boston, MA. He has been with Focus Partners since 2022 and previously worked at Sacred Heart University and Thayer Academy. Focus Partners Wealth serves a wide range of clients, including individuals, high-net-worth families, corporate and retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a comprehensive platform with affiliated service companies and diverse product relationships.

Ian Cole is a CFA® charterholder with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has been with The Colony Group, LLC since 2016. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis alongside diversified strategies and affiliated service offerings.

William Smiegal is a CFP® professional with four years of industry experience, currently with Focus Partners Wealth, LLC in Boston, MA. He has been with The Colony Group, LLC since 2016. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a broad range of services such as investment management, financial counseling, family office support, and retirement plan fiduciary services, employing a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with third-party managers.

David Sullivan is a CFP® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC, Ballentine Partners LLC, Citizens Securities, Inc., and Fidelity Brokerage Services LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a broad range of fiduciary, financial counseling, and portfolio management solutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Anthony Lischio is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He previously worked at The Colony Group, Putnam Investments, and BNY Mellon. Focus Partners Wealth serves a wide range of clients including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with diversified portfolio strategies and offers integrated wealth and financial services through an extensive network of affiliated service companies.

Christopher Paiva is a financial advisor at Focus Partners Wealth, LLC in Boston, MA. He holds a Series 65 credential and has one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Ernst & Young for several years. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a broad network of affiliated service companies and product relationships.

Erin Sullivan is a Certified Financial Planner® with 12 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has been with The Colony Group, LLC since 2014. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Clare Ciervo is a CFP®-certified financial advisor with 11 years of industry experience, currently with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, Balanced Rock Investment Advisors, McVittie Financial Advisors, FSC Securities Corp, and Northstar Asset Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Joseph Salvati is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC since 2024. Prior to joining Focus Partners, he worked at The Colony Group, LLC for 14 years. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies along with various specialized offerings.

Troy Donahue is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 credentials with one year of industry experience. He previously worked at Fidelity Investments for several years across multiple roles. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering comprehensive wealth management and advisory services through a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis. The firm maintains an extensive network of affiliated service companies and product relationships to provide a broad range of financial solutions.

Lori Stanger is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 licenses with five years of industry experience. She has worked at The Colony Group, LLC since 2019 and previously held positions at Ballentine Partners LLC and Morningside Tech Adv. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Connor Sullivan is a CFP® with eight years of industry experience based in Boston, MA. He has worked at The Colony Group, LLC since 2013. Sullivan holds the Series 63 license in addition to his CFP® designation. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an “enhanced open architecture” framework, combining active and passive strategies along with various specialized investment options.