Focused Alpha, LLC

Ryan Freberg is a financial advisor at Focused Alpha, LLC with 13 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Focused Alpha in 2024. Freberg holds a Series 66 designation. Focused Alpha, LLC is a registered investment adviser managing approximately $562 million for around 509 clients through an eight-advisor team. The firm employs a rules-based, process-driven investment approach focused on tail-risk management and behaviorally informed decision rules, offering discretionary portfolio management, financial planning, 401(k) consulting, and educational workshops.

Matthew Tarini is a Certified Financial Planner® with 30 years of industry experience. He is currently with Focused Alpha, LLC, where he has worked since 2024. Prior to that, he was with Nations Financial Group, Inc. from 2021 to 2024 and Wells Fargo Advisors Financial Network LLC from 2009 to 2021. Focused Alpha, LLC manages approximately $562 million for around 509 clients through an eight-advisor team. The firm provides discretionary portfolio management, financial planning, 401(k) consulting, and educational workshops, utilizing a rules-based, process-driven investment approach that incorporates quantitative optimization, technical and fundamental analysis, and a range of investment vehicles.

Daniel Barotz is a financial advisor at Focused Alpha, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2013 to 2021. Outside of his advisory role, Barotz serves on the investment committee of Temple Emanuel and is involved as a partner and investor in several ventures, including a catering logistics business and technology companies focused on solar energy, educational AI platforms, and medication adherence systems. Focused Alpha, LLC is a registered investment adviser managing approximately $562 million for over 500 clients through an eight-advisor team. The firm employs a rules-based, process-driven investment approach emphasizing tail-risk management and behaviorally informed decision rules, utilizing quantitative optimization, technical and fundamental analysis, and a diverse range of investment vehicles.

Robert Straus is a financial advisor with Focused Alpha, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. Prior to joining Focused Alpha in 2024, he worked at Schwab Wealth Advisory, Inc. from 2015 to 2023. Outside of his advisory role, he is the founder and CEO of Polar Lights Publishing, LLC, where he engages in writing and speaking. Focused Alpha, LLC manages approximately $562 million for around 509 clients through an eight-advisor team. The firm employs a rules-based, process-driven investment approach focused on tail-risk management and emotion-free decision rules, utilizing quantitative optimization alongside technical and fundamental analysis to construct diversified portfolios.

Kevin Goldin is a financial advisor with Focused Alpha, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at Morgan Stanley and Morgan Stanley Private Bank. He is also CEO of Goldin Wealth Management, an advisory business. Focused Alpha, LLC is an eight-advisor team managing approximately $562 million for about 509 clients. The firm employs a rules-based, process-driven investment approach emphasizing tail-risk management and behaviorally informed decision rules, offering discretionary portfolio management, financial planning, 401(k) consulting, and educational workshops.

Connor Jackson is a financial advisor at Focused Alpha, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and John Hancock Investment Management Distributors LLC. He conducts business under the DBA Four Corners Wealth Partners. Focused Alpha, LLC manages approximately $562 million for around 509 clients through an eight-advisor team. The firm employs a rules-based, process-driven investment approach focused on tail-risk management and behaviorally informed decision rules, offering discretionary portfolio management, financial planning, 401(k) consulting, and educational seminars.