Focus Financial Partners Inc
Alec is part of the business development team at Focus, with an emphasis on recruiting new partner firms and merger candidates located across the United States. In addition, Alec helps match RIAs seeking a succession plan with the right partner firm through Focus Successions.
Prior to joining Focus, Alec worked as an Analyst for ESM Group, an international educational services firm located in San Francisco. At ESM, Alec provided the foundation for the expansion into new markets in Tokyo and Hong Kong by conducting research and analysis of expatriate activity in Asian markets. Alec was also responsible for driving new client relationships for ESM in the U.S. through prospecting and co-leading seminars at Bay Area universities.
Alec received his BBA in International Business cum laude from the University of San Diego. He was born and raised in San Francisco and still resides in the city.
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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.