New York
Proudly Serving New York
New York
599 Lexington Ave
14th Floor, Suite B
New York, NY 10022
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Your New York Team
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Jennifer Chang
CFA®
Director, Institutional Advisory Practice
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Chen Chen
CFA®
Managing Director, Portfolio Manager, Institutional Advisory Practice
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Diana Cheung
CFP®
Associate Wealth Advisor
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Aaron Cohen
Ph.D.
Managing Director
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Christine Crigler
CPWA®, CFP®
Wealth Advisor
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Craig Giventer
CFA®
Managing Director of Portfolio Strategies
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Robert Inches
Managing Director, Senior Portfolio Manager, Institutional Advisory Practice
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Sri Iyer
CPA
Director, Institutional Advisory Practice
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Eric Lee
CPA
Vice President, Institutional Advisory Practice
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Jonathan Lee
Managing Director, Senior Portfolio Manager
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Vince Marsden
Senior Wealth Advisor
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Stephen Miller
CFP®, CDDA
Managing Director, Institutional Advisory Practice
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John Paduano
Managing Director, Senior Portfolio Manager, Institutional Advisory Practice
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Victoria Pemberton
Client Service Manager
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Rohan Roy
Associate, Institutional Advisory Practice
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Matthew Salotti
CFA®
Managing Director, Senior Portfolio Manager, Institutional Advisory Practice
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Andrew Vogelstein
President, Institutional Advisory Practice
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Gray Stangler
Investment Research Analyst
Enjoy some of our latest resources
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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