Naima Egal

Client Service Manager & CSM Team Lead at Focus Partners Wealth

Naima Egal is a seasoned professional in client services within the wealth management sector, currently serving as Client Service Manager and CSM Team Lead at Focus Partners Wealth since August 2024. Prior to this role, Naima held similar positions at Gratus Capital from April 2022 until its merger with The Colony Group, which subsequently rebranded to Focus Partners Wealth in January 2025. Naima's extensive experience also includes a managerial role in client services and senior portfolio administration at MacNicol & Associates Asset Management Inc. from March 2008 to April 2022. Naima earned a Bachelor of Arts (BA) degree with honors in Health and Society from York University between 2002 and 2006.

Links


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices