Focus Financial Partners Inc
Samuel Jack has extensive work experience in strategy and operations roles. Samuel started their career at Focus Financial Partners in 2014 as an Analyst and worked their way up to become a Senior Associate and then Director of Strategic Initiatives. In 2021, they joined Connectus Wealth Advisers as the Director of Strategic Initiatives. Currently, they hold the position of Vice President, Strategy & Operations at both Connectus Wealth Advisers and Focus Financial Partners.
Samuel Jack pursued their Bachelor of Arts (B.A.) in Economics from The George Washington University, which they completed between 2011 and 2014. Prior to this, they attended The Taft School from 2008 to 2010, but there is no information about any degrees or fields of study during that time.
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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.