When Focus Financial Partners debuted on the Nasdaq in July 2018, the Wall Street Journal described its IPO as “the first opportunity for stock investors to get in on the booming market for ...
Adam Birenbaum has been named CEO of Focus Financial Partners, an acquisitive consolidator with $520 billion in assets. He replaces Michael Nathanson twenty months after Nathanson was named to the ...
The days of aggregating registered investment advisors to operate independently are over, according to one of the leading pioneers of the practice. Michael Nathanson, CEO of Focus Financial Partners, ...
Traditional client segmentation? That’s so 15 years ago. That was one of the takeaways from a presentation yesterday by Michael Nathanson, the CEO of Focus Financial, at this year’s Schwab IMPACT ...
Several months after stepping down as CEO of Charles Schwab, Walt Bettinger is joining Clayton, Dubilier and Rice as a senior advisor. The private equity firm (and owner of Focus Financial Partners) ...
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