New York
Proudly Serving New York
New York
599 Lexington Ave
14th Floor, Suite B
New York, NY 10022
Your New York Team
Frank Brochin
Ph.D.
CIO, Family Office
Jennifer Chang
CFA®
Director, Institutional Advisory Practice
Chen Chen
CFA®
Managing Director, Portfolio Manager, Institutional Advisory Practice
Diana Cheung
CFP®
Associate Wealth Advisor
Aaron Cohen
Ph.D.
Managing Director
Christine Crigler
CPWA®, CFP®
Wealth Advisor
Pier Friend
Chief Investment Officer, Institutional Advisory Practice
Craig Giventer
CFA®
Managing Director of Portfolio Strategies
Robert Inches
Managing Director, Senior Portfolio Manager, Institutional Advisory Practice
Sri Iyer
CPA
Director, Institutional Advisory Practice
Eric Lee
CPA
Vice President, Institutional Advisory Practice
Jonathan Lee
Managing Director, Senior Portfolio Manager
Vince Marsden
Senior Wealth Advisor
Stephen Miller
CFP®, CDDA
Managing Director, Institutional Advisory Practice
John Paduano
Managing Director, Senior Portfolio Manager, Institutional Advisory Practice
Victoria Pemberton
Client Service Manager
Rohan Roy
Associate, Institutional Advisory Practice
Matthew Salotti
CFA®
Managing Director, Senior Portfolio Manager, Institutional Advisory Practice
Andrew Vogelstein
President, Institutional Advisory Practice
Mark Rossi
Research Analyst
Gray Stangler
Investment Research Analyst
Enjoy some of our latest resources
June 09, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, explores correction and recession indicators, and shares his thoughts on the recent increase in initial public offering activity and what it could mean for markets.
Listen to the podcast
June 09, 2025
5 Reasons to Review Your Variable Universal Life Policy Every Year
Many first-time buyers don’t realize how complex managing a VUL policy is until years after purchase. The good news is that there are steps you can take to help prevent surprises. Find out why reviewing your policy each year can make a difference.
Read the article
June 05, 2025
Simplifying Capital Gains: What Investors Should Know
Understanding how capital gains work is key for any investor looking to make smarter, more tax-efficient decisions. In this webinar, Focus Partners’ Chief Planning Officer Jeffrey Levine breaks down the basics in a clear, approachable way.
Watch the video