Focus Financial Partners Inc
Jack is responsible for business development and M&A activities, with an emphasis on executing direct transactions on behalf of Focus, as well as merger transactions on behalf of the partner firms. He also works closely with several Focus partner firms on strategic initiatives to accelerate their growth.
Prior to joining Focus, Jack was an Associate in the Investment Banking Division of Morgan Stanley, focused on advising clients in the Financial Institutions Group on M&A and capital raising efforts. Previously, he worked at HSBC in a variety of roles in risk management and stress testing, most recently as a Vice President in Risk Strategy.
Jack received an MBA from Columbia University, as well as a BBA in Finance from Baruch College. Born and raised in Russia, Jack has lived in New York City for 15 years and currently resides in San Francisco.
This person is not in any offices
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.