Focus Financial Partners Inc
Scott 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 Focus, Scott was an Associate at William Blair’s Investment Banking Group, where he advised private equity firms and technology companies on M&A. Previously, Scott worked in corporate finance at Ameriprise Financial supporting their Asset Management division and Columbia Management mutual fund products. He started his career as a credit analyst at Bridgewater Bank, an entrepreneurial-focused commercial bank based in Minnesota.
Scott received his MBA from the Haas School of Business at the University of California, Berkeley and a BBA from the University of Wisconsin-Madison.
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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.