Focus Financial Partners Inc
Allie is part of the M&A and business development team at Focus, with an emphasis on sourcing and vetting new partner firms and merger candidates located throughout the United States. Additionally, she works with potential candidates on succession planning through Focus’ unique succession solution program.
Previously, Allie worked at Dimensional Fund Advisors as a Senior Associate, where she supported financial advisors on their investment allocations, client messaging and business strategy.
Allie received her BBA with honors from the University of Michigan Ross School of Business, where she studied Finance and Mathematics. Originally from New Jersey, Allie now lives in New York City.
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.