Boston, MA Broad Street Office

David Tremblay is a CFP® professional with 10 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Cooper Lapman Financial, RBC Capital Markets, Morgan Stanley Smith Barney, and Merrill. 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 integrates active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Maxwell Suchomel is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Auctane and positions in education at several schools and The University of Texas at Austin. Focus Partners Wealth 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 within an enhanced open architecture framework.

Mark Lapman is a CFA® charterholder with 17 years of industry experience. He currently works at Focus Partners Wealth, LLC and was previously with Cooper Lapman Financial, LLC for 14 years. He serves as a board member of the Pension Reserves Investment Management Board, overseeing pension assets for the Commonwealth of Massachusetts. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Lauren Ledger is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She holds the CFP® certification and the Series 65 license. Prior to joining Focus Partners, she worked for Cooper Lapman Financial, LLC from 2016 to 2023 and The Colony Group, LLC from 2023 onward. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside various specialized tools and legacy strategies.

Miriam Cooper is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding Series 63 and Series 65 designations with 17 years of industry experience. She previously worked at Cooper Lapman Financial, LLC for 14 years before joining The Colony Group, LLC. Focus Partners serves a wide range of clients including individuals, high-net-worth families, family offices, and institutional clients, providing comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.