Westport, CT Post Rd W Office

Brenda Delmore is a financial advisor with Focus Partners Wealth, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. She previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Outside of her advisory role, she is an owner of The Bureau LLC, a sales and services business. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporations, and institutions, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates a broad network of affiliated service companies and product relationships.

Skyler Spitz is a financial advisor at Focus Partners Wealth, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Focus Partners Wealth, he worked at GYL Financial Synergies and attended the University of North Carolina at Chapel Hill. Focus Partners Wealth serves a diverse clientele 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 a broad range of investment strategies across managed and held-away assets.

Andrew Derenzi is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Securities, JPMorgan Chase Bank, and Oppenheimer. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, corporate and institutional clients, offering services such as investment management, financial counseling, and retirement plan fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad array of asset classes and affiliated service offerings.

Brian Marshall is a financial advisor with Focus Partners Wealth, LLC in Westport, CT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, families, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, and private and registered funds.

Joseph McBride is a financial advisor at Focus Partners Wealth, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. 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 emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies along with various specialized investment options.

Sarah Beyrich is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. She has worked at Focus Partners Wealth, LLC since 2025 and previously spent eight years at Jackson, Grant Investment Advisers. Beyrich serves as a paid trustee on three related trusts for family friends, overseeing portfolio managers without initiating investment decisions. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, 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 and offers a range of specialized investment products and legacy programs.

Steven Ulbrich is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, GYL Financial Synergies, Vision Financial Markets, and Tarpon Trading. Outside of his advisory role, he is a general partner in a family business, E & S U Global LLC, which provides access to commercial lending and credit card processing. Focus Partners Wealth, LLC offers 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.

Caroline Aitoro is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds a Series 66 designation and has previously worked at GYL Financial Synergies, LLC and Morgan Stanley. 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 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.

Joshua Goldberg is a CFP® with eight years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. He previously worked at GYL Financial Synergies, LLC and AXA Advisors, LLC, and spent four years at Brandeis University. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with external managers, and it offers a wide range of wealth management, fiduciary, and sub-advisory services.

Caroline Keenan is a financial advisor at Focus Partners Wealth, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including The Colony Group, LLC, GYL Financial Synergies, LLC, Iridian Asset Management LLC, and Iam Capital Corporation. 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 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.

Justine Fredericks is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Colony Group, LLC and GYL Financial Synergies, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate entities, and institutions, offering investment management, financial counseling, and family office services. The firm employs a long-term, tax- and fee-sensitive investment approach using fundamental and quantitative analysis, and provides a wide range of portfolio strategies alongside an extensive network of affiliated service companies.

Peter Karadimas is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. Outside of his advisory role, he serves as a trustee for an estate planning trust. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines various active and passive strategies.

Karen Lexow is a CFP® with 21 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, and Resnick Investment Advisors, LLC. 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.

Melissa Ciotoli is a CFP®-certified financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She has worked at The Colony Group, LLC, GYL Financial Synergies, LLC, Resnick Investment Advisors, LLC, and Massachusetts Mutual Life Insurance Company. 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 using enhanced open architecture and integrates a wide range of investment strategies and affiliated service companies.

Jeffrey Mastrianna is a CFP® with 36 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, GYL Financial Synergies, LLC, and Charles Schwab Bank. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that blends active and passive strategies across various asset types.