Christopher Conway is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Financial Partners Capital Management, LLC for 15 years and GYL Financial Synergies for one year. 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 incorporates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Chen Chen is a CFA® charterholder based in New York, NY, with four years of industry experience. Chen has worked at The Colony Group since 2021 and previously spent nine years at New Providence Asset Management. Chen is affiliated with Focus Partners Wealth, LLC, a firm that provides wealth advisory and investment management services to individuals, 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.

Zi Wang is a CFA® charterholder based in New York City with three years of industry experience. He has worked at The Colony Group, LLC since 2021 and previously spent seven years at New Providence Asset Management, LP. 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 alongside various specialized offerings.

Frank Brochin is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 63 designation and has worked at The Colony Group and New Providence Asset Management. He is the sole owner of StoneWater Advisors, a partnership he created in 2017. 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 using a combination of active and passive strategies within an enhanced open architecture framework.

Aaron Cohen is a financial advisor with Focus Partners Wealth, LLC in New York, NY, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Financial Partners Capital Management, Inc. for over three decades before joining GYL Financial Synergies, LLC and The Colony Group, LLC. Focus Partners Wealth, LLC offers wealth advisory and investment management services to individuals, families, family offices, retirement plans, 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, private funds, mutual funds, and ETFs.

Andrew Vogelstein is a financial advisor at Focus Partners Wealth, LLC in New York, NY, with four years of industry experience. He holds a Series 63 designation and has worked at The Colony Group since 2021 and previously at New Providence Asset Management from 2003 to 2021. 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 that integrates active and passive strategies within a tax- and fee-sensitive framework and offers a broad range of financial and fiduciary services.

Vincent Marsden is a financial advisor at Focus Partners Wealth, LLC in New York, NY, holding Series 63 and Series 65 designations with 18 years of industry experience. He has worked at The Colony Group, LLC, GYL Financial Synergies, and Financial Partners Capital Management, 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 that combines active and passive strategies within an enhanced open architecture framework and offers a broad range of financial and fiduciary services.

Gray Stangler is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GYL Financial Synergies, LLC, Financial Partners Capital Management, Williams Jones Wealth Management, and J.P. Morgan Securities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including 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 incorporates both active and passive strategies.

Delmy Lopez Cordero is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at The Colony Group, LLC, GYL Financial Synergies, LLC, Financial Partners Capital Management, Farmingville Tax Services Corp, and Stony Brook University. 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 across various asset types.

Mark Rossi is a financial advisor at Focus Partners Wealth, LLC in New York, NY, holding a Series 65 designation with two years of industry experience. He previously worked at RiversEdge Advisors, LLC and NAXION Research and Consulting. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework.

Christine Crigler is a CFP® professional with four years of industry experience, currently affiliated with Focus Partners Wealth, LLC. She has worked at The Colony Group, LLC, Summit Place Financial Advisors, and Mariner Wealth Advisors. 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 active and passive strategies, private funds, and ETFs.

Diana Cheung Ng is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC and Ballentine Partners LLC. Her background also includes roles at Georgetown University, Fudan University, Poli LED & Signs, and UCLA. 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 integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Craig Giventer is a CFA® charterholder with 14 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, GYL Financial Synergies, and Financial Partners Capital Management, Inc. 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 integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Matthew Salotti is a CFA® charterholder with four years of industry experience. He has worked at The Colony Group since 2021 and was previously with New Providence Asset Management from 2008 to 2021. He is based in New York, NY. 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.

Vanessa Contreras Pacheco is a financial advisor at Focus Partners Wealth, LLC in New York, NY. She holds a Series 65 credential and has prior experience at BNY Mellon and Harbor Ithaka Wealth Management, totaling several years in the industry. 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, combining active and passive strategies along with various specialized offerings.

Albania Tavarez Villar is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. She holds a Series 65 credential and has worked previously at The Colony Group, LLC, GYL Financial Synergies, LLC, and Financial Partners Wealth Management. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and manages multiple private and registered funds alongside distinct strategies such as an Options Income Overlay and a trend-following sleeve.