Focus Financial Partners Inc
- Joshua Bass
Josh is part of the M&A and business development team at Focus, with an emphasis on recruiting new partner firms and merger candidates located in the United States. In addition, Josh also works with potential candidates for succession planning, through Focus’ unique Succession Solution.
Before joining Focus, Josh was a Wealth Management intern at Gerstein Fisher, a boutique New York RIA. While there, he helped implement a new insurance reporting program for firm and client use and gained experience in all aspects of the wealth management industry, including investments, marketing and compliance.
Josh graduated from the Honors College of the University of Maryland, College Park with a B.S. in Finance and a double major in Political Science.
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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.
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