NEW YORK: Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, today announced the appointment of Mark Israel as Chief Technology Officer, effective May 27, 2025. Mr. Israel joins Focus at a pivotal moment in its evolution as the company accelerates its technological and digital transformation in pursuit of reimagining the client and advisor experience.

As Chief Technology Officer, Mr. Israel will spearhead Focus’s forward-looking, enterprise-wide technology strategy, guiding innovation across key areas that include infrastructure, wealth management platforms, client interfaces, data and AI, cybersecurity, and corporate technology systems. A key priority for Focus is driving further connectivity between technology and advice to best meet the evolving needs of clients and advisors. Reporting directly to Justin Ferri, Focus’s Chief Operating Officer, Mr. Israel will play a vital role in this effort, aided by a team of senior technology leaders with deep experience across the RIA and broader financial services spaces.

“Along with advice, service, and talent, technology is at the very core of what we do at Focus, enabling our advisors to serve clients and deliver experiences that are not only exceptional but also are convenient and deeply personalized,” said Michael Nathanson, CEO of Focus Financial Partners. “Mark’s expertise and broad experience shaping and executing large-scale transformational technology strategies will be critical in accelerating our efforts to become the leading fiduciary advice company in the world. Having him on our team reflects our commitment to client excellence, and we are confident that he will make an immediate and lasting impact at and through our company.”

Mr. Israel has more than 30 years of experience working in financial services and technology. He most recently served as Executive Vice President for Technology and Transformation at Fisher Investments. He has also been a Partner at PwC helping lead transformation in Asset and Wealth Management and has held roles at Sapient Global Markets and Charles River Development.

“Mark is a seasoned executive with a proven track record of successfully implementing transformational technology programs for leading firms within the financial services space,” said Mr. Ferri. “As we look to accelerate growth, expand capabilities, deliver greater value, and improve operational efficiencies across our organization, we are pleased to have an executive of Mark’s caliber leading the charge.”

“Technology is, and will increasingly be, a powerful enabler of success, and I am excited to join Focus during such a pivotal time in its evolution,” said Mr. Israel. “I look forward to working with Focus’s talented team to deliver and implement a strategy that supports the company’s mission and helps unlock new opportunities for innovation across the organization.”

In joining Focus, Mr. Israel succeeds David Fike, who, on April 30th, 2025, retired from a distinguished career as a technology leader. Under Mr. Fike’s leadership, Focus developed a first-class Information Technology organization, attracting, expanding, and uniting talent across the company’s headquarters and Focus Partners division.

About Focus Financial Partners Inc.

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.

Fonte: Business Wire