Deerfiled, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$156,039,000,000
ClientsTotal clients
61,002
AdvisorsAdvisors at this office
24
Of 1,034 advisors across 254 offices
Location
520 Lake Cook Road, Suite 520
Deerfiled IL 60015
Advisors at this office
24
Advisors at this office
Austin M
Series 65
Deerfield, IL
Focus Partners Wealth, LLC
Austin Martineau is a Series 65-credentialed financial advisor at Focus Partners Wealth, LLC with two years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, LLC, and Kams LLC, as well as seven years managing Ultimate Carwash and Detail Center. 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 with enhanced open architecture, offering a broad range of investment options and integrated wealth services.
Joel H
Series 63, Series 66
Deerfield, IL
Focus Partners Wealth, LLC
Joel Hirsh is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC prior to joining Focus Partners Wealth. Focus Partners Wealth provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach focuses on long-term, tax- and fee-sensitive strategies within an enhanced open architecture framework combining active and passive investments.
Michael T
Series 63, Series 66
Deerfield, IL
Focus Partners Wealth, LLC
Michael Tuber is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank, N.A., Strategic Wealth Partners, and Kovitz Investment Group Partners. 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 combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.
Benjamin B
CFP®, Series 65
Deerfield, IL
Focus Partners Wealth, LLC
Benjamin Bremen is a CFP® professional with 13 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, and RMB Capital Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a broad client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.
Michael G
CFP®, CFA®
Deerfield, IL
Focus Partners Wealth, LLC
Michael Garrison is a CFP® and CFA® with eight years of industry experience. He is currently with NorthCoast Asset Management LLC and has previously worked at Focus Partner Wealth, Kovitz Investment Group Partners, Strategic Wealth Partners, and BMO Harris Bank NA. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and manages portfolios across a wide range of strategies, including alternatives and private investment funds.
Ashley S
CFP®, Series 65
Deerfield, IL
Focus Partners Wealth, LLC
Ashley Seubert is a CFP® with 17 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2026. Prior to this, she worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group LLC. 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, private funds, and ETFs.
Cory R
Series 66
Deerfield, IL
Focus Partners Wealth, LLC
Cory Rappaport is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has held positions at Kovitz Investment Group Partners, Strategic Wealth Partners, and Morgan Stanley among others. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment strategy utilizing a combination of fundamental and quantitative analysis, consultant-derived capital market assumptions, and third-party separate account managers, offering a wide range of investment and wealth management services.
Vishaal T
CFP®, Series 65
Deerfield, IL
Focus Partners Wealth, LLC
Vishaal Tummala is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, and Himalaya Enterprise. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach with an enhanced open architecture model, integrating fundamental and quantitative analysis alongside a broad range of investment strategies and affiliated service companies.
Jack N
Series 63, Series 65
Deerfield, IL
Focus Partners Wealth, LLC
Jack Newman is a financial advisor at NorthCoast Asset Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Newman & Schimel, LLC, Kovitz Investment Group Partners, LLC, and Focus Partners Wealth, LLC. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a wide range of portfolio management strategies and acting as a fiduciary for ERISA and IRA accounts.
David B
Series 65
Deerfield, IL
Focus Partners Wealth, LLC
David Budzisz is a financial advisor at NorthCoast Asset Management LLC with a Series 65 credential. He has held positions at Focus Partners Wealth, Kovitz Investment Group Partners, and Strategic Wealth Partners, among others. Outside of finance, he has experience working with athletic departments at Carthage College and operates a landscaping business. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and manages portfolios across diverse strategies including equities, income, alternatives, and private credit.
Marcie N
CFP®, Series 63, Series 65
Deerfield, IL
Focus Partners Wealth, LLC
Marcie Nach is a CFP® with 12 years of industry experience and currently serves as a financial advisor at Focus Partners Wealth, LLC. She previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group 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 emphasizing tax- and fee-sensitivity and combines active and passive strategies within an enhanced open architecture framework.
Matthew C
Series 65
Deerfield, IL
Focus Partners Wealth, LLC
Matthew Cox is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 credential. He has two years of industry experience and previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners. His background also includes roles outside of finance, such as positions with Dish Network and Indiana University Athletic Department. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, utilizing a broad range of public and alternative investment strategies combined with affiliated service companies and product relationships.
David M
Series 63, Series 65
Deerfiled, IL
Focus Partners Wealth, LLC
David Mcgranahan is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC, and Relative Value Partners Group, LLC. He serves on a committee for Congregation Sukkat Shalom’s endowment fund and is an independent board member of Prairie Management Group, a family office. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering investment management and comprehensive wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach combining fundamental and quantitative analysis, and it operates a large advisory platform with integrated reporting across managed and held-away assets.
Andrew C
Series 65, Series 63
Deerfield, IL
Focus Partners Wealth, LLC
Andrew Cohn is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, Strategic Wealth Partners, Kestra Financial Services, The Bensman Group, and has ongoing business activities with Rotunda Strategy and Goliath Enterprises. Outside of finance, he is a partner and business manager at Power of the Golf Ball, an indoor golf center. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a wide range of services such as investment management, financial counseling, family office offerings, retirement plan fiduciary services, and sub-advisory solutions, utilizing a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture.
Eric O
CFP®
Deerfield, IL
Focus Partners Wealth, LLC
Eric O’Brien is a CFP® professional affiliated with Focus Partners Wealth, LLC, with two years of industry experience. His background includes roles at Kovitz Investment Group Partners, Strategic Wealth Partners, BMO Harris Bank, Fifth Third Bank, and MB Financial Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, and institutions. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a variety of portfolio management and fiduciary services.
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