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A $1 billion RIA in the NY burbs got there without marketing now Focus Financial is assigned the makeover

Portfolio Strategy Group sells to the New York-based RIA umbrella and a website is the first order of business

Author Lisa Shidler February 1, 2013 at 6:32 AM
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Richard Yoken: I’ve always decided to fly under the radar and now we don’t mind being picked up over the radar.


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Mentioned in this article:

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf

Park Sutton Advisors, LLC
Mergers and Acquisition Firm
Top Executive: Steven Levitt



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