Boca Raton
Proudly Serving South Florida
Boca Raton
5100 Town Center Cir
Tower Two, Suite 150
Boca Raton, FL 33486
Your Boca Raton Team
Jacques Elmaleh
CFA®
Senior Portfolio Manager, Director of Research
Tara Elmaleh
Senior Wealth Advisor
Michael Elzahr
CFA®
Portfolio Manager
Sean Erickson
CFP®
Senior Wealth Advisor
Brittany Garber
Client Service Manager
Michael Haber
JD, CFP®
Senior Wealth Advisor
Andrew Hackett
CFP®
Wealth Advisor
Scott Morrison
CFP®
Associate Wealth Advisor
Kenneth Pritzker
Senior Wealth Advisor
Steven Rothenberg
Portfolio Manager
John Schott
Senior Portfolio Manager
Richard Steinberg
CFA®
Senior Wealth Advisor
Nikol Tennant
CFP®
Senior Wealth Advisor
William Tricarico
Associate Wealth Advisor
Susan Van Bergen
CRPC®
Wealth Advisor
Tyler Singler
Client Service Associate
Thomas Murray
Client Service Associate
Enjoy some of our latest resources
May 20, 2025
Is It Time for Investors to Rethink Global Diversification?
In light of evolving tariff policies, market commentators are questioning whether a large international presence is becoming more of a challenge than an asset for U.S. companies. In this video, Focus Partners’ Jason Blackwell discusses how shifts in global trade and domestic production could be reshaping investment trends.
Watch the video
May 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
Read the article
May 13, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides an update on market performance and analyzes the Federal Reserve’s recent decision to hold rates steady.
Listen to the podcast