Focus Partners Wealth
Laurie Shandley is an experienced Investment Operations Manager currently at Focus Partners Wealth, where responsibilities include managing client relationships and financial planning. Prior to this role, Laurie served as Investment Operations Manager at HoyleCohen, LLC, leading a team of Portfolio Administrators and overseeing portfolio administration. Laurie's extensive background includes positions at Brandes Investment Partners in Trading/Operations Risk Management and as Senior Account Analyst, where quality control and client account management were prioritized. Further experience includes roles in investor relations at ConAm Management Corporation and trading operations at CapitalWorks and Duncan-Hurst Capital Management. Laurie holds a Bachelor of Arts degree from UCLA.
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Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.