Needham, MA Kendrick Street Office

Timothy Pinch is a financial advisor at Focus Partners Wealth, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at G. W. & Wade Asset Management Company, Inc. for over three decades before joining The Colony Group, LLC. Outside of advisory work, he is involved as a passive owner of race horses and serves on the council of Glastonbury Abbey, a religious non-profit, as well as on the board of the Mass Soldier's Legacy Fund, a charitable trust providing educational grants to children of Massachusetts fallen servicemen and servicewomen. Focus Partners Wealth serves a diverse client base including high-net-worth individuals, family offices, corporations, retirement plans, and institutions, offering comprehensive investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis, multiple asset classes, and integrates advice across managed and held-away assets.

William Montague is a CFP® and CFA® with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has held positions at The Cynosure Group, SVB, Bay State Financial, Northwestern Mutual Life Insurance Company, Falcon Investment Advisors, Citizens Financial Group, and Boston Private. 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 range of wealth management, financial counseling, and investment services, using a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis along with a broad platform of affiliated service companies and product relationships.

Lori Deane is a Series 65-licensed financial advisor with eight years of industry experience. She has been with Focus Partners Wealth, LLC since 2025 and previously worked at The Colony Group, LLC for 14 years. Focus Partners Wealth serves a diverse range of clients including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment strategy utilizing enhanced open architecture, and offers a broad spectrum of wealth management, advisory, and fiduciary services.

Darren Norton is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds Series 65 and Series 66 designations and previously worked for G.W. & Wade, LLC and G.W. & Wade Asset Management Company, Inc. for over two decades. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a comprehensive range of investment and wealth management services. The firm employs a long-term, tax- and fee-sensitive investment strategy centered on enhanced open architecture, combining fundamental and quantitative analysis with access to third-party managers and alternative strategies.

Matthew Valentine is a financial advisor with Focus Partners Wealth, LLC in Needham, MA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at GW & Wade, LLC and State Street Global Advisors affiliates. Outside of advisory work, he holds a real estate broker license and manages residential rental properties. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office and practice-integrated wealth services, and fiduciary and sub-advisory solutions. The firm employs a tax- and fee-sensitive investment approach with enhanced open architecture, combining fundamental and quantitative analysis, and integrates a broad range of public and private investment strategies alongside affiliated service companies and product relationships.

Parker Walsh 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 firms including Sustainable Leaders Investment Management and Arrowside Capital. Walsh also spent four years affiliated with the University of Richmond. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, providing investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach with a blend of fundamental and quantitative analysis, third-party managers, and alternative strategies, supported by a broad network of affiliated service companies.

Daniel Sugameli is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Focus Partners Wealth, he worked at Eaton Vance Distributors, Inc. and Eaton Vance Management for a combined total of seven years. 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 that integrates fundamental and quantitative analysis, third-party managers, and various investment strategies across managed and held-away assets, while leveraging an extensive network of affiliated service companies and product relationships.

Thomas Russo is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He previously worked at Wells Fargo Advisors and First Republic Bank. Focus Partners Wealth serves a broad range of clients including individuals, high-net-worth families, corporate entities, and institutional investors, offering comprehensive wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment strategy that combines fundamental and quantitative analysis, incorporating alternative investments and overlay strategies.

Peter Garrigan is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at GW & Wade, LLC and RBC Wealth Management, among other roles. Focus Partners Wealth serves a diverse client base including individuals, family offices, and institutional investors, providing a range of wealth management, fiduciary, and financial counseling services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates both discretionary and nondiscretionary advice across managed and held-away assets.

Matthew Sivright is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation. He has experience at Amazon and McKinstry, as well as service in the U.S. Marine Corps. Sivright has been with Focus Partners Wealth since 2026. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth clientele, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates services across managed and held-away assets.

Matteo Caccia is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and less than one year of industry experience. His prior roles include positions at IEQ Capital, Morgan Stanley, and Buckingham Strategic Wealth, interspersed with periods as a student. 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 mutual funds.

Zachary Volinsky is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at firms including Boston Light Financial and LPL Financial. Volinsky has experience in various roles outside financial advising, including positions at Dick's Sporting Goods and Camp Avoda. Focus Partners Wealth serves a diverse client base, offering investment management, financial counseling, family office services, and retirement plan fiduciary services. The firm utilizes a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis, third-party managers, and a wide range of investment strategies.