| Owner | Title | From | %Ownership |
|---|---|---|---|
| Focus Operating, LLC | Member (Manager) | 08/2016 | > 75% |
| Goldberg, Gerald, Barry | Chief Executive Officer and Co-founder | 08/2016 | < 5% |
| Yolles, Jonathan, Stuart | President of Private Client Services & Co-founder | 08/2016 | < 5% |
| Lepore, Michael, Joseph | Managing Director of Institutional Client Services | 08/2016 | < 5% |
| Mcdonald, Claire, Foster | Managing Director & Senior Institutional Consultant | 08/2016 | < 5% |
| Gelb, Rachel, Maryn | Managing Director - Chro | 07/2021 | < 5% |
| Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
| Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
| Karadimas, Peter, Augustus | Managing Director & Senior Wealth Advisor | 01/2019 | < 5% |
| Mcbride, Joseph, Bernard | Managing Director & Senior Wealth Advisor | 01/2019 | < 5% |
| Ciotoli, Melissa, a | Managing Director & Senior Wealth Advisor | 07/2021 | < 5% |
| Green, Michael, Lawrence | Managing Director and Senior Wealth Advisor | 07/2022 | < 5% |
| Brier, Joshua, I | COO | 08/2022 | < 5% |
| Cadena, Rosa, Diana | Chief Compliance Officer | 03/2023 | < 5% |
| Marsden, Vincent, John | Managing Director & Senior Wealth Advisor | 03/2023 | < 5% |
| Giventer, Craig, Mitchell | Managing Director of Portfolio Strategies | 03/2023 | < 5% |
| Cohen, Aaron | Managing Director and Co-founder | 03/2023 | < 5% |
| Hotaling, Bruce, T | Managing Director and Co-founder | 04/2023 | < 5% |
