Focus Financial Partners Inc
Josh is part of the M&A and business development team at Focus, with an emphasis on recruiting new partner firms and merger candidates located in the United States.
Prior to joining Focus, Josh interned with UBS Global Wealth Management on their Field Development and Productivity team. While there, he assisted in analyzing financial advisor performance metrics to promote and source funds toward the teaming of FAs and gained experience in the wealth management industry.
Josh graduated from The Pennsylvania State University with a B.S. in Finance. At Penn State, he was involved with the Smeal College of Business as he was president of the student mentorship organization.
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.