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 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
Read the article
May 06, 2025
Investment Lessons from Recent Market Volatility
April brought many twists and turns for markets. In this video, Focus Partners’ Kevin Grogan breaks down a whirlwind month, including what led to the market swings and some key lessons for investors.
Watch the video
April 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
Read the article