NEWS // Operations Notice

The Focus Partnership

Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources and continuity planning for its partner firms who service individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives.

To learn more about Focus please visit:

how we work

We’re here to help you make investments that align with your lifestyle.

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who we are

Brett Bernstein CEO & Co-founder
Rob Kantor Co-CIO & Co-Founder
Curtis Congdon President
Mark Samson Senior Partner
Robert Collins Co-CIO, Managing Director
Michelle Cooper Partner & Director, XML-W - Women, Wealth and Wellness
Jason Klopman Senior Wealth Advisor, Partner
Eric Wightman Senior Wealth Advisor, Partner
Jack May Senior Wealth Advisor
Lauren O’Brien Senior Wealth Advisor
David Margulies Senior Wealth Advisor
Noorjahan Enayat Senior Wealth Advisor
Beth Levine Senior Wealth Advisor
David Clark Senior Wealth Advisor
Jordan VanOort Senior Wealth Advisor
Shawna Bieda Senior Wealth Advisor
Kevin Peters Wealth Advisor
Steven Collins Wealth Advisor
Sharon Abbey Wealth Advisor
Sasha Chelekhov Wealth Advisor
John Sciuto Wealth Advisor
Bob Abel Wealth Advisor
Andrew Villafranca Wealth Advisor
Nicole Treiber Wealth Advisor
Radley Ellenbogen Associate Wealth Advisor
Caleb Long Associate Wealth Advisor
Douglas Callan Senior Portfolio Manager
Jennifer Telesca Wealth Advisor
Amy Lytle Client Service Manager
Jayson Magro Client Service Associate
Florence Bird Client Service Associate
Meredith Wade Client Service Associate
Gail Stanton Client Service Associate
Deborah Jalota Client Service Associate
Injy Ibrahim Client Service Associate
Sharon Cirillo Client Service Associate
Mary Abba Client Service Associate
Stephen Clagett Director of Branch Operations
Kristian Price Director of Client Experience
Pete Deoudes Director of Marketing


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