Phil DeAngelo
Managing Director
Jacob M. Brett
Managing Director Operations / Director Advisory Services
Alexandra Gannon
Manager Client Solutions
Rebecca Diesing
Director Human Resources
Charles Yarnold AIF®, RSSA®, CPFA®
Managing Director Retirement Plan Solutions / Director Advisory Services
Michael Passante, CFP® CPWA ®
Director Financial Planning
Zachary Manheim
Chief Compliance Officer
Anthony S. Di Capua RSSA®
Director Technology / Director Advisory Services
Our team at Focused Wealth Management delivers personalized, innovative financial solutions. Committed to your success, we leverage our extensive experience and expertise to guide you toward your financial goals.
Ryan M. Swanson AIF®CFPA®
Retirement Plan Solutions Manager
Patrick Shea, MBA, AIF®, CPFA®
Retirement Plan Solutions Associate
Maria Manrique, AIF®, CPFA®
Retirement Plan Solutions Associate
Jacob Friedman
Investments Manager
Matthew Wyant II
Investments Analyst Lead
Justine Lease
Controller, Client Solutions Associate
Clarissa Hill
Client Solutions Associate
John Del Bene III
Client Solutions Associate
Trevor Zamudio
Client Solutions Associate
Justin Ely
Client Solutions Associate
Holly Bowen
Client Relationships Manager, Executive Assistant
Tina Giordano
Consultant
Focused Wealth Management Benevolence
A Firm Commitment to Good Citizenship. Focused Wealth Management’s Good Citizenship Program is committed to improving lives, communities, and culture by empowering organizations and individuals dedicated to making the world a better place. Learn More
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Unlock New Career Opportunities
At Focused Wealth Management, we believe in nurturing talent and providing the platform for growth and success. Join our team to explore a world of opportunities where your skills and ambitions are valued. We are proud to be an equal opportunity employer and value the unique perspectives each team member brings.