Focus Financial Partners Inc
Sonia 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. She also works closely with several Focus partner firms on strategic initiatives to accelerate their growth.
Prior to Focus, Sonia was an Investment Banking Associate at Goldman Sachs in the Financial Institutions Group, where she advised banks, specialty finance and financial technology companies on M&A, debt and equity. Before Goldman Sachs, Sonia started her career at KPMG in Corporate Finance Advisory, where she specialized in performing independent valuations for businesses across a number of industries.
Sonia received her MBA from Columbia Business School and BS in Economics from the Wharton School at the University of Pennsylvania. She is also a member of the Institute of Chartered Accountants in England and Wales.
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.