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