Focus Financial Partners Expands Executive Leadership Team

NEW YORK--(BUSINESS WIRE)--Focus Financial Partners (“Focus”) today announced the appointment of Adam Birenbaum as President and Justin Ferri as Chief Operating Officer. Both executives are long-serving Focus leaders with deep experience across major parts of Focus’s business. Mr. Birenbaum and Mr. Ferri will report directly to Michael Nathanson, Chief Executive Officer of Focus.

These appointments mark a significant next step in the company’s evolution. It’s also the latest move by the company to ensure that it is led not only by leading functional experts but also by people who have spent their careers close to clients and advisors. Together, Mr. Birenbaum and Mr. Ferri will work closely with Mr. Nathanson and business segment leadership in accelerating the company’s transformation and growth trajectory across its wealth, family office, and OCIO offerings, as well as bringing value and solutions to its more than 60 network firms.

As President, Mr. Birenbaum will assume a key leadership role in advancing the company’s strategic vision, fostering deeper alignment across Focus’s network, and supporting long-term value creation for clients and their advisors. He will also continue in his leadership role with Focus Partners Wealth and Focus Partners Advisor Solutions, where he has overseen the rapid evolution, expansion, and integration of several leading wealth management businesses under a unified platform. In his expanded capacity, he will partner closely with key business segment leaders to support and amplify their leadership.

As Chief Operating Officer, Mr. Ferri will lead Focus’s operations, including trading, service and support, client and advisor experience, and firmwide infrastructure, among other critical execution responsibilities across Focus. He will also continue to serve alongside Mr. Birenbaum and others in leading the day-to-day operations of Focus Partners Wealth and Focus Partners Advisor Solutions.

“As we continue to scale Focus with purpose and intention, I am pleased to have Adam and Justin step into their expanded roles,” said Mr. Nathanson. “This natural evolution of our executive team reflects our commitment to convergence and coherence across our business, with the goal of creating a more unified, aligned, and forward-looking organization. Both Adam and Justin bring extraordinary leadership and deep experience to our executive team, and I look forward to all that our team will accomplish together.”

Mr. Birenbaum and Mr. Ferri’s elevation represent a natural extension of Focus’s strategy to unify around a scalable operating model, purpose-built for clients and advisors. With more than $450 billion in collective client assets across Focus’s firms, the company is positioned better than ever before to deliver a level of scale, service, and specialization unmatched in the industry.

As Focus has accelerated its transformation from a holding-company model to an integrated business, this leadership evolution reinforces Focus’s vision: to be the leading fiduciary advice company in the industry – a company whose clients experience a company built just for them and whose advisors will be equipped with the capabilities and resources typically offered only by the largest institutions in the world.

About Focus Financial Partners

Focus is an interdependent partnership of wealth management, business management, and related financial services firms, rooted in a client-first approach and powered by the collective energy and capabilities of its many advisors and professionals. The Focus partnership includes firms operated under the Focus Partners brand that reflect the company’s key business lines. Through a blend of innovative solutions, strong capital backing, and deep business expertise, Focus empowers its firms to achieve their business objectives by helping them better serve their clients and advisors. Discover more about how Focus is evolving the wealth and business management landscape by visiting www.focusfinancialpartners.com or by following the company on LinkedIn.

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