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
July 01, 2025
How to Think About Investment Risk
Investors often talk about managing risk, but rarely stop to ask: the risk of what? In this video, Focus Partners’ Jason Blackwell breaks down two key types to consider: absolute risk and relative risk.
Watch the videoJune 30, 2025
5 Steps to Creating a Less Taxing Retirement
Retirement is an exciting chapter that should be filled with new adventures—not spent stressing over taxes. In this webinar, Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.
Watch the videoJune 24, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance, discusses initial market implications for U.S. involvement in Iran, and explores correction and recession indicators.
Listen to the podcast