Lydia Merritt

Senior Associate at Focus Financial Partners Inc

Lydia is part of the M&A and business development team at Focus, with an emphasis on recruiting new partner firms and determining strong merger candidates located in the United States. In addition, Lydia works with potential candidates for succession planning, through Focus’ unique Succession Solution.

Prior to joining Focus, Lydia worked as an Analyst at JPMorgan in the Private Bank where she was responsible for managing day-to-day relationships with high net worth clients. She also developed customized investment proposals and ran investment performance and long-term planning analyses.

Lydia graduated with distinction from the University of Virginia with a B.S. in Commerce and concentrations in Finance and Accounting.

Location

New York, United States

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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.


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Employees

1,001-5,000

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