Boston, MA Washington St Office

Margaret Watson is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds the CFP® certification and Series 65 license. Prior to joining Focus Partners Wealth, she worked at The Colony Group, LLC, GW & Wade, LLC, and Deloitte & Touche, LLP. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad 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.

Quintin Foreman is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation with two years of industry experience. His prior work includes roles at The Colony Group, LLC and Brown Brothers Harriman, as well as time with the Greenville Swamp Rabbits and academic experience at Dartmouth College. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. 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.

Christopher Holton is a CFP® with 16 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has previously worked at The Colony Group, LLC for 11 years and Goldman Sachs Wealth Services for 6 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of 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.

John Milone is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Focus Partners Wealth since 2024. Prior to his current role, he completed four years at Union College and four years at Notre Dame High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, 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, utilizing tools such as trend-following and options overlay strategies.

Nicholas Cole is a financial advisor at Focus Partners Wealth, LLC in Boston, holding a Series 65 designation. He has been in the financial industry since 2021, with prior experience at Audax Group and RSM US LLP. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs an investment approach that integrates active and passive strategies within a long-term, tax- and fee-sensitive framework, supported by fundamental and quantitative analysis.

Mark Duffy is a CFP® and CFA® with one year of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC in Boston, MA. He previously worked at Rhumbline Advisers LP, Lumora LLC, Impax Asset Management, Invesco Ltd, and Longfellow Investment Management Co LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Vincent Fieg is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 designation. He joined Focus Partners Wealth in 2025 and has prior work experience at several organizations including Neighborhood House Charter School and the US Postal Service. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, and retirement plan consulting services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework.

James Johnston is a CFP® professional at Focus Partners Wealth, LLC with five years of industry experience. He has been associated with The Colony Group, LLC since 2016. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Matthew Gordon is a CFP® professional based in Boston, MA, with eight years of industry experience. He has worked at The Colony Group, LLC for 14 years prior to his current role at Focus Partners Wealth, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction through a blend of active and passive strategies under an enhanced open architecture framework.

Brandon Lappin is a financial advisor at Focus Partners Wealth, LLC in Boston, MA, holding a Series 65 credential with one year of industry experience. His prior experience includes time as a college student and a year of unemployment before joining Focus Partners Wealth. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and investment 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.

Jennifer Stevens is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at Focus Partners Wealth, LLC and previously spent seven years at The Colony Group, LLC and one year at Bridgewater Wealth & Financial Management, LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. 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.

Alexander Bodio is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation. Based in Boston, MA, he has been with Focus Partners since 2022. Prior to joining the firm, he worked at Sacred Heart University and Thayer Academy. 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 using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Ian Cole is a CFA® charterholder based in Boston, MA, with 14 years of industry experience. He has been with The Colony Group, LLC since 2016. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. 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.

William Smiegal is a CFP® with 10 years of experience, currently working at The Colony Group, LLC since 2016. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm based in Boston, MA. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, utilizing an investment approach that combines active and passive strategies within an enhanced open architecture framework.

Edward Evers is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth Inc and Cantella & Co., Inc. In addition to his advisory role, he is also active as an insurance producer. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment management services. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies, third-party managers, and private funds.