Focus Financial Partners Inc
Peter is responsible for business development and acquisition 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, Peter was an Associate at Morgan Stanley’s Equity Capital Markets practice, focused on advising clients of the Financial Institutions Group on equity related transactions. Previously, he worked in Fixed Income Sales & Trading at Barclays, where he sold the firm’s electronic trading solutions to institutional clients.
Peter received his MBA from Columbia University, and BS in Business Administration from Northeastern University.
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.