Hunt Valley
Proudly Serving Maryland
Hunt Valley
20 Wight Ave
Suite 155
Cockeysville, MD 21030
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Your Hunt Valley Team
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Jennifer (Dani) Ryan
CFP®, CDFA®, CRPC®
Senior Wealth Advisor
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Jay Schuman
CFP®
Wealth Advisor
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Christina Garland
CFP®
Senior Wealth Advisor
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Lauren Szczybor
CRPC®
Wealth Advisor
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Gennadiy Todd
CFP®
Wealth Advisor
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Stavros Rizakos
Wealth Advisor
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Louis Foxwell
CFA®
Portfolio Manager
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John Heinlein
Managing Director, Senior Portfolio Manager
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Matthew Holman
CFA®
Portfolio Manager
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Cory Poe
Portfolio Associate
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Mary Ann Raeke
Client Service Manager
Enjoy some of our latest resources
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March 25, 2025
Key Considerations Before Investing in Alternatives
As private markets continue to grow, so do alternative investment options like private equity. But are they a good way to diversify beyond traditional stocks and bonds? Focus Partners’ Kevin Grogan explores what alternative investments are and highlights some key considerations before adding them to your portfolio.
Watch the video -
March 18, 2025
Two-Minute Market Focus
In this episode, Todd Jones of Focus Partners' Investment Strategy team provides an update on the recent drawdown in stocks and explores if the outperformance in international developed stocks over domestic stocks could be a sign of an investable trend shift.
Listen to the podcast -
March 17, 2025
Stuck in the Sandwich Generation: Balancing Caregiving Responsibilities with Personal Well-Being
In this Lifestyle Services webinar, Focus Partners Wealth and Intent Clinical share practical strategies and resources to help you balance caregiving demands while maintaining your well-being and ensuring your loved ones thrive.
Watch the video