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Christopher C
Series 65
New York, NY
Focus Partners Wealth, LLC
Christopher Conway is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds a Series 65 designation and previously worked at Financial Partners Capital Management, LLC for 15 years and GYL Financial Synergies for one year before joining Focus Partners Wealth. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Jack R
CFP®, Series 66
New York, NY
Focus Partners Wealth, LLC
Jack Riina is a CFP® with four years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at Belle Haven Investments, L.P. for five years and has experience in educational roles at the University of Maryland and New Rochelle High School. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, corporate, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Aaron C
Series 63, Series 65
New York, NY
Focus Partners Wealth, LLC
Aaron Cohen is a financial advisor at Focus Partners Wealth, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Financial Partners Capital Management, Inc. Prior to joining Focus Partners, Cohen spent over three decades at Financial Partners Capital Management. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework that incorporates fundamental and quantitative analysis, trend-following, options overlays, and integration of legacy strategies.
Vincent M
Series 63, Series 65
New York, NY
Focus Partners Wealth, LLC
Vincent Marsden is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC, GYL Financial Synergies, and Financial Partners Capital Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Gray S
Series 63, Series 65
New York, NY
Focus Partners Wealth, LLC
Gray Stangler is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at GYL Financial Synergies, LLC, Financial Partners Capital Management, and Williams Jones Wealth Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, retirement consulting, and access to private investment vehicles. The firm employs a long-term, tax- and fee-sensitive approach combining active and passive strategies within an enhanced open architecture framework.
Delmy L
Series 65
New York, NY
Focus Partners Wealth, LLC
Delmy Lopez Cordero is a financial advisor at Focus Partners Wealth, LLC with a Series 65 credential and two years of industry experience. Prior to joining Focus Partners, she worked at The Colony Group, LLC, GYL Financial Synergies, LLC, Financial Partners Capital Management, Farmingville Tax Services Corp, and Stony Brook University. Focus Partners serves individuals, high-net-worth families, family offices, and corporate and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing both fundamental and quantitative analysis alongside a range of specialized tools and legacy strategies.
Mark R
Series 65
New York, NY
Focus Partners Wealth, LLC
Mark Rossi is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and three years of industry experience. He previously worked at RiversEdge Advisors, LLC and NAXION Research and Consulting. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
Craig G
CFA®
New York, NY
Focus Partners Wealth, LLC
Craig Giventer is a CFA® charterholder with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC, GYL Financial Synergies, and Financial Partners Capital Management, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients by providing a variety of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies, third-party managers, and private funds.
Robert K
CFP®, Series 66
New York, NY
Focus Partners Wealth, LLC
Robert Kay is a CFP® with 17 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, Inc. He holds the Series 66 credential. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm combines active and passive strategies through an enhanced open architecture approach and integrates multiple legacy strategies and third-party managers.
Vanessa C
Series 65
New York, NY
Focus Partners Wealth, LLC
Vanessa Contreras Pacheco is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at BNY Mellon for three years and Harbor Ithaka Wealth Management for five years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.
Albania T
Series 65
New York, NY
Focus Partners Wealth, LLC
Albania Tavarez Villar is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Albania’s earlier career includes fifteen years at Financial Partners Wealth Management. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.
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