Focused Wealth Management, Inc.

Philip Deangelo is a financial advisor at Focused Wealth Management, Inc. in Newburgh, NY, with 25 years of industry experience. He holds a Series 66 designation and has worked at Securities America, Inc. and Osaic Wealth, Inc. He serves on the investment committee for the foundation of Mount Saint Mary’s College and is the owner of AMK Flour Shop LLC, a local bakery. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and a variety of institutional and tax-exempt entities. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio management, which typically includes ETFs, equities, mutual funds, and bonds.

Charles Yarnold is a financial advisor with Focused Wealth Management, Inc. in Newburgh, NY, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Focused Wealth Management since 2010 and previously at Securities America, Inc. Yarnold has held leadership roles in local business networking groups, including serving as president of a BNI chapter until October 2023. Focused Wealth Management serves individuals, high-net-worth clients, and various institutional and tax-exempt entities, offering discretionary and non-discretionary investment management, financial planning, and a proprietary wrap-fee program. The firm employs a quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio construction and management.

Maria Manrique Alvarez is a financial advisor at Focused Wealth Management, Inc. with two years of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth, Inc., Securities America, Inc., and Northwestern Mutual. Focused Wealth Management, Inc. serves individuals, high-net-worth clients, and various institutional and tax-exempt entities. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to manage portfolios comprised of ETFs, equities, mutual funds, and bonds.

Matthew Wyant is an Investment Adviser Representative and Investment Associate at Focused Wealth Management, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Focused Wealth Management, he worked at Securities America, Inc. Outside of his advisory role, he serves as Chief Financial Officer of Shmucks LLC, a retail ice cream shop, and is a partner and accounting manager at Valley Pro Services LLC, a residential and commercial painting company. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and institutional and tax-exempt entities, offering discretionary and non-discretionary investment management along with financial planning services. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio construction, which typically includes ETFs, individual equities, mutual funds, and bonds.

Ryan Swanson is a financial advisor at Focused Wealth Management, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Osaic Wealth, Inc. and Securities America, Inc. He also supports administrative tasks within the firm. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and institutional and tax-exempt entities, offering discretionary and non-discretionary investment management, proprietary wrap-fee programs, and financial planning services. The firm utilizes a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio construction and monitoring.

John Del Bene III is a Series 66 credentialed advisor at Focused Wealth Management, Inc. in Newburgh, NY, with experience that includes roles at Focused Wealth Management and OSAIC since 2024. Prior to his financial advisory career, he worked at DoorDash and was employed at Mount Saint Mary College and Arlington High School. He also has experience running a lawn maintenance business. Focused Wealth Management, Inc. serves individuals, high-net-worth clients, and various institutional and tax-exempt entities, offering discretionary and non-discretionary investment management alongside financial planning and consultation services. The firm employs a proprietary quantitative screening process and committee oversight to guide portfolio construction, which commonly includes ETFs, equities, mutual funds, and bonds.

Zachary Manheim is a financial advisor at Focused Wealth Management, Inc. with nine years of experience in the industry. He holds the Series 66 designation and has previously worked at OSAIC and Securities America Inc. Focused Wealth Management serves individuals, high-net-worth clients, and various institutional and tax-exempt entities. The firm employs a proprietary quantitative screening process for security selection and offers discretionary and non-discretionary investment management, financial planning, and wrap-fee programs.

Michael Passante is a CFP® professional with 18 years of industry experience. He is affiliated with Focused Wealth Management, Inc., where he has worked since 2010, and previously worked at Securities America, Inc. He is also involved in managing a real estate rental business. Focused Wealth Management, Inc. serves individuals, high-net-worth clients, and institutional and tax-exempt entities, offering discretionary and non-discretionary investment management alongside financial planning. The firm employs a quantitative screening process for security selection and manages portfolios that typically include ETFs, individual equities, mutual funds, and bonds.

Anthony Di Capua is a financial advisor at Focused Wealth Management, Inc. in Newburgh, NY, with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America and Rhinebeck Bank. Di Capua serves on multiple nonprofit boards, including the SUNY Orange Foundation and the Bardavon Opera House, where he participates in executive and finance committees. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and various institutional and tax-exempt entities. The firm employs a proprietary quantitative screening process for security selection and offers discretionary and non-discretionary investment management, financial planning, and consultation services.

Jacob Brett is a financial advisor with Focused Wealth Management, Inc. in Newburgh, NY, holding a Series 66 designation and 14 years of industry experience. He has worked at Focused Wealth Management since 2010 and was previously with Securities America, Inc. from 2011 to 2024. Outside of his advisory role, Brett is an investor in a local commercial bakery and serves as chair of the Powelton Club pool. Focused Wealth Management, Inc. advises individuals, high-net-worth clients, and various institutional and tax-exempt entities, offering discretionary and non-discretionary investment management along with financial planning services. The firm employs a proprietary quantitative screening process for security selection and manages portfolios that typically include ETFs, equities, mutual funds, and bonds.

Patrick Shea is a Series 66 licensed financial advisor with Focused Wealth Management, Inc. in Newburgh, NY, where he has worked for two years. His prior experience includes roles at Securities America, Inc. and OSAIC. Outside of his advisory duties, he volunteers on the golf and greens committee at Warwick Valley Country Club. Focused Wealth Management, Inc. serves individuals, high-net-worth clients, and various institutional and tax-exempt entities, offering discretionary and non-discretionary investment management alongside financial planning services. The firm employs a proprietary quantitative screening process and an Investment Selection and Monitoring Committee to guide portfolio management.