New York - Lexington Ave
Proudly Serving New York
New York - Lexington Ave
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, Senior Portfolio Manager, Institutional Advisory Practice
-
Diana Cheung
CFP®
Associate Wealth Advisor
-
Christine Crigler
CPWA®, CFP®
Wealth Advisor
-
Tyler Eidel
Director, Strategy and Business Analytics
-
Pier Friend
Chief Investment Officer, Institutional Advisory Practice
-
Robert Inches
Managing Director, Senior Portfolio Manager, Institutional Advisory Practice
-
Zinovy Iosovich
MBA
President and Chief Services Officer
-
Sri Iyer
CPA
Director, Institutional Advisory Practice
-
Eric Lee
CPA
Vice President, Institutional Advisory Practice
-
Jonathan Lee
Director, Private Strategies, Portfolio Manager
-
Stephen Miller
CFP®, CDDA
Managing Director, Institutional Advisory Practice
-
Cassidy Orr
Research Associate
-
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
-
Noah Talhami
Strategy Associate
-
Andrew Vogelstein
President, Institutional Advisory Practice
Enjoy some of our latest resources
-
February 10, 2025
Monthly Investment Commentary: February 2025
When it comes to trends like AI, Focus Partners’ Jason Blackwell shares why the key for investors is to remain discerning, question conventional wisdom, and focus on fundamentals rather than fleeting headlines.
Read the article -
February 05, 2025
Two-Minute Market Focus
In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market, discusses how stocks are reacting to the changing tariff policy, and shares his thoughts on U.S. exceptionalism.
Listen to the podcast -
February 04, 2025
Tax Planning Strategies for 2025
Chief Planning Officer Jeffrey Levine will share insights on last-minute tax strategies for 2024 and provide a framework for addressing key tax planning priorities in 2025.
Watch the video