Focus Financial Partners Inc
Eric Stein is Senior Vice President and Co-Director of Focus Risk Solutions, joining Focus in 2022 to provide value-added consulting offering in all matters relating to planning protection strategies for the partner firms and their clients.
Prior to joining Focus, Eric worked for Highland Capital Brokerage where he partnered collaboratively with senior portfolio managers, CFP’s, RIAs and independent financial advisors using Life Insurance for wealth transfer, income replacement, longevity planning, business continuity, charitable giving, and personal needs planning for high net worth families.
Previously, Eric was the Wealth Management Insurance Consultant for HSBC Securities covering the New York and Florida market, as well as working as a private client advisor for Gerstein Fisher.
Eric is from and currently lives in New York City, and holds a B.A. in Communication from the University at Buffalo.