Focus Financial Partners Inc
Adam assists Focus and its partner firms with various legal matters, particularly in connection with their M&A activity.
Prior to joining Focus in 2021, Adam was an associate in the corporate department of Kramer Levin Naftalis & Frankel LLP, where he focused on M&A, securities and corporate governance matters.
Adam received his J.D. from New York University School of Law and his B.A. in Sociology and Anthropology from Swarthmore College.
Focus Financial Partners Inc
Focus Financial Partners Inc. is a wealth management firm that operates in the registered investment advisor industry. The Company is formed of partnerships between independent fiduciaries and entrepreneurs, and partner firms. The Company provides wealth management services that include financial planning, tax planning and preparation, estate planning, financial counseling, asset allocation, manager selection, security selection, and centralized asset management. The Company offers its services to high net worth individuals, families and business entities on a recurring fee-based model. Through the partner firms, the Company offers wealth management services across a diverse range of asset classes. It has over 50 partner firms. The Company also its partner firms with value-added services that include marketing and business development, operational and technology enhancements, legal and compliance support, talent management, and succession planning.