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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 14 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. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that incorporates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Jack R

CFP®, Series 66

New York, NY

Focus Partners Wealth, LLC

Jack Riina is a CFP® and holds the Series 66 designation, with four years of industry experience. He currently works at Focus Partners Wealth, LLC and previously worked at Belle Haven Investments, L.P. before transitioning from roles in education. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach featuring enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and a range of investment strategies across public equities, fixed income, alternatives, and overlay techniques.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Aaron C

Series 63, Series 65

New York, NY

Focus Partners Wealth, LLC

Aaron Cohen is a financial advisor with Focus Partners Wealth, LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Financial Partners Capital Management, Inc. for over three decades before joining GYL Financial Synergies, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Vincent M

Series 63, Series 65

New York, NY

Focus Partners Wealth, LLC

Vincent Marsden is a financial advisor at Focus Partners Wealth, LLC in New York, NY, holding Series 63 and Series 65 designations with 18 years of industry experience. He has worked at The Colony Group, LLC, GYL Financial Synergies, and Financial Partners Capital Management, LLC. 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 within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Gray S

Series 65, Series 63

New York, NY

Focus Partners Wealth, LLC

Gray Stangler is a financial advisor at Focus Partners Wealth, LLC in New York, NY, with four years of industry experience. He holds the Series 65 and Series 63 designations and has worked previously at several firms, including J.P. Morgan Securities and Financial Partners Capital Management. Stangler has been with Focus Partners Wealth since 2024. 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 wide range of wealth management and advisory services.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Delmy L

Series 65

New York, NY

Focus Partners Wealth, LLC

Delmy Lopez Cordero is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, Financial Partners Capital Management, Farmingville Tax Services Corp, and Stony Brook University. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies across various asset types.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Mark R

Series 65

New York, NY

Focus Partners Wealth, LLC

Mark Rossi is a financial advisor at Focus Partners Wealth, LLC in New York, NY, holding a Series 65 designation with two years of industry experience. He previously worked at RiversEdge Advisors, LLC and NAXION Research and Consulting. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Craig G

CFA®

New York, NY

Focus Partners Wealth, LLC

Craig Giventer is a CFA® charterholder with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, GYL Financial Synergies, and Financial Partners Capital Management, Inc. 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, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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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 and Harbor Ithaka Wealth Management. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using fundamental and quantitative analysis alongside external managers, and operates an extensive network of affiliated service companies and product relationships.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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Albania T

Series 65

New York, NY

Focus Partners Wealth, LLC

Albania Tavarez Villar is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 65 credential and has worked previously at The Colony Group, LLC, GYL Financial Synergies, LLC, and Financial Partners Wealth Management. 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’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and manages multiple private and registered funds alongside distinct strategies such as an Options Income Overlay and a trend-following sleeve.

Private / alternative investments Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Dentist Executive Retired Established Professionals
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