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
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
July 21, 2025
Two-Minute Market Focus
Two big pieces of digital asset legislation─the Genius Act and Clarity Act─have either just been signed into law or are pending. What impact could they have on the economy and your investments? In this episode, Focus Partners’ Todd Jones shares how these bills could affect cryptocurrencies. He also provides an update on market performance and recession indicators.
Listen to the podcastJuly 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
Read the articleJuly 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
Read the article