Focus Financial Partners Inc
Scarlet is responsible for the Focus Business Intelligence platform – Clarity. In addition to this role at Focus, she works with Focus partner firms to provide value-added support including operational infrastructure assessments, strategic vendor and custodian negotiations, technology implementations and M&A integration support. Scarlet also works with breakaway advisors to provide transition support through the Focus Independence program.
In addition, Scarlet is responsible for Focus China business development, with an emphasis on sourcing investment opportunities and potential candidates to establish strategic relationships with Focus partner firms.
Scarlet received her master’s degree in Statistics from Columbia University and a bachelor’s degree in Mathematics with Economics from University College London, England.
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.