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Donald H
CFA®, Series 65
Washington, DC
Focus Partners Wealth, LLC
Donald Harris is a CFA® charterholder and holds a Series 65 license with 26 years of industry experience. He is currently with The Colony Group, LLC, having previously worked at Sterling Capital Management LLC and De Garmo & Kelleher. He is based in Washington, DC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm’s investment approach uses a combination of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework emphasizing tax- and fee-sensitive portfolio construction.
Kristina S
CFP®, Series 65
Washington, DC
Focus Partners Wealth, LLC
Kristina Saunders is a CFP® professional with 13 years of experience in financial advising. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, Sterling Capital Management, Farr Miller & Washington, and Cassaday & Co Inc. Focus Partners 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 combines active and passive strategies within an enhanced open architecture framework.
Brian L
CFA®
Washington, DC
Focus Partners Wealth, LLC
Brian Leach is a CFA® charterholder with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Sterling Capital Management LLC, and Neville, Rodie & Shaw Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, 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 under an enhanced open architecture framework.
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