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Focus Financial Partners Inc (FOCS.OQ)

FOCS.OQ on NASDAQ Stock Exchange Global Select Market

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Summary

Name Age Since Current Position

Ruediger Adolf

55 2004 Founder of Focus LLC and Chief Executive Officer and Chairman of the Board

Rajini Kodialam

50 2005 Co-Founder of Focus LLC and Chief Operating Officer and Director

James Shanahan

48 2006 Chief Financial Officer

Tina Madon

2019 Senior Vice President, Head of Investor Relations

Joseph Feliciani

2019 Director

James Carey

53 Independent Director

Noah Gottdiener

61 Independent Director

Christopher Harrington

37 2017 Independent Director

Deborah McWhinney

63 Independent Director

Fayez Muhtadie

40 2017 Independent Director

Steve Calk

2017 IR Contact Officer

Biographies

Name Description

Ruediger Adolf

Mr. Ruediger Adolf serves as Founder of Focus LLC and Chief Executive Officer and Chairman of the board of the comapny since 2004. Mr. Adolf has served as our Chief Executive Officer and Chairman and as a member of our board of directors since our formation in 2015. From 1998 to 2003, Mr. Adolf served as Senior Vice President and General Manager of the AMEX Global Brokerage and Banking division. Prior to this role, Mr. Adolf was the Senior Vice President of Strategy and Business Development. Before joining AMEX, Mr. Adolf was a partner at McKinsey & Company. Mr. Adolf holds a Mag. iur. and a Dr. iur. from the University of Innsbruck, Austria

Rajini Kodialam

Ms. Rajini Sundar Kodialam serves as Co-Founder of Focus LLC and Chief Operating Officer and Director of the company since 2005 and as a member of the board of managers since July 2017. Ms. Kodialam has served as our Chief Operating Officer since our formation in 2015 and has agreed to serve on our board of directors. Prior to founding Focus, Ms. Kodialam worked at AMEX from 1998 to 2005 where she served as a Vice President from 1999 to 2005. Prior to joining AMEX, Ms. Kodialam was with McKinsey & Company. Ms. Kodialam holds a Master of Business Administration in Finance and Marketing from Columbia Business School, a Post Graduate Diploma in Management from the Indian Institute of Management, Ahmedabad and a Bachelor of Arts from Delhi University, India.

James Shanahan

Mr. James Shanahan serves Chief Financial Officer of the company since October 2006. Mr. Shanahan has served as our Chief Financial Officer since our formation in 2015 From 2001 to 2006, Mr. Shanahan served in the Chief Financial Officer/Vice President of Operations roles for Sybari Software, a software security company that became a subsidiary of Microsoft in 2005. Prior to Microsoft, Mr. Shanahan was with PricewaterhouseCoopers from 1992 to 2001 where he last served as a Senior Audit Manager. Mr. Shanahan is a Certified Public Accountant and holds a Master of Business Administration/Bachelor of Business Administration from Hofstra University. Additionally, Mr. Shanahan is a Chartered Financial Consultant and Personal Financial Specialist.

Tina Madon

Ms. Tina Madon is Senior Vice President, Head of Investor Relations of the Company. She will be responsible for developing and executing Focus' communications strategy with the investment community and media. She will also help manage the relationships with the Company's shareholders and equity research analysts. Ms. Madon's prior experience includes senior level investor relations, corporate communications, finance and management roles at Arbor Advisory Group, Och-Ziff Capital Management Group, Merrill Lynch and Lehman Brothers. She holds a Bachelor of Arts from Mount Holyoke College and a Master in Business Administration from the University of Chicago Booth School of Business.

Joseph Feliciani

Mr. Joseph Feliciani, Jr. has been appointed as Director of the Company., effective as of April 1, 2019. He is former Chief Operating Officer of Finance and Chief Accounting Officer for BlackRock, has been elected to Focus’ board of directors and will serve on its audit committee, effective in each case as of April 1, 2019. Feliciani is a senior finance executive with 40 years of leadership experience in the financial services industry. During his 20-year tenure with BlackRock, Feliciani built and oversaw a world-class global finance capability. He led the accounting function through a series of transactions which contributed to BlackRock’s transformation into the largest asset manager in the world, including its initial public offering in 1999 as well as its acquisitions of Merrill Lynch Investment Managers in 2006 and Barclays Global Investors in 2009. He also has experience operating within multiple international regulatory environments and helped build finance centers of excellence in Europe and Asia, which significantly enhanced BlackRock’s operational efficiency and controls. Prior to joining BlackRock, Feliciani was the Controller of PNC’s asset management business. During his tenure with PNC, he also held various management positions in the finance group including corporate accounting, financial planning and analysis and strategy. He holds a Bachelors degree in Accounting from Temple University in Philadelphia.

James Carey

Mr. James D. Carey serves as independent Director of the company. Mr. Carey is a Senior Principal of Stone Point. He has been with Stone Point or its predecessor entities since 1997. Mr. Carey currently serves on the boards of directors of Alliant Insurance Services, Inc., Amherst Pierpont Securities LLC, Eagle Point Credit Management LLC, Enstar Group Limited, New Point Limited VII, Kestra Financial Holdings GP LLC, Sedgwick Claims Management Services, Inc., StarStone Specialty Holdings Ltd. and Privilege Underwriters Inc. Mr. Carey holds a Bachelor of Science from Boston College, a Juris Doctor from Boston College Law School and a Master of Business Administration from Duke University Fuqua School of Business.

Noah Gottdiener

Mr. Noah Gottdiener serves as Independent Director of the company. Mr. Gottdiener has served as Chief Executive Officer and Chairman of the board of directors of Duff & Phelps Corp ("Duff & Phelps") since 2004. He also served as Chief Executive Officer and a member of the board of managers of Duff & Phelps Acquisitions, LLC, a subsidiary of Duff & Phelps. Prior to joining Duff & Phelps, Mr. Gottdiener was the founding partner of Stone Ridge Partners LLC ("Stone Ridge"), a mergers and acquisitions advisory firm. Prior to founding Stone Ridge, he was a Partner of Thomas Weisel Partners, a Partner of Furman Selz LLC and a Managing Director at Lehman Brothers. Mr. Gottdiener holds a Bachelor of Arts from Princeton University and a Master of Business Administration from Harvard Business School.

Christopher Harrington

Mr. Christopher J. Harrington serves as Independent Director of the company since July 2017 and has agreed to serve on our board of directors. Mr. Harrington is a Member of KKR. He joined KKR in 2008 and is a senior member of the firm's financial services industry team within the Americas Private Equity platform. Mr. Harrington currently serves on the boards of directors of Privilege Underwriters, Sedgwick Claims Management Services, USI Insurance Services and WMIH Corp. Prior to joining KKR, Mr. Harrington was with Merrill Lynch & Co., where he was involved in a variety of acquisitions, divestitures, and other corporate advisory transactions. Mr. Harrington holds a Bachelor of Arts from Harvard College and a Juris Doctor from Harvard Law School.

Deborah McWhinney

Ms. Deborah Doyle McWhinney serves as Independent Director of the company. Ms. McWhinney worked at Citigroup, Inc. ("Citi") from 2009 to 2014, as Chief Executive Officer of Global Enterprise Payments from September 2013 to January 2014, as Chief Operating Officer of Global Enterprise Payments from February 2011 to September 2013 and as President of Personal Banking and Wealth Management from May 2009 to February 2011. Prior to joining Citi, Ms. McWhinney worked at Schwab Inc. ("Schwab"), as President of Schwab Institutional from 2001 to 2007 and as Chair of the Global Risk Committee of Schwab from 2004 to 2007. Ms. McWhinney currently serves on the boards of directors of Fluor Corporation, Lloyds Banking Group plc, Fresenius Medical Care AG & Co., and IHS Markit Ltd. and served on the board of managers of Focus LLC from 2007 to 2009. Ms. McWhinney holds a Bachelor of Science from University of Montana and a Certificate of Completion with honors from Pacific Coast Banking School.

Fayez Muhtadie

Mr. Fayez S. Muhtadie serves as Independent Director of the company since July 2017 and has agreed to serve on our board of directors. Mr. Muhtadie is a Principal of Stone Point. Prior to joining Stone Point in 2003, Mr. Muhtadie worked at Credit Suisse First Boston as an analyst in the Financial Institutions Investment Banking Group and as a financial analyst at Aon Capital Markets. Mr. Muhtadie currently serves on the boards of directors of Greenspoint Capital LLC, Kestra Financial Holdings GP LLC, Newport Holdings, and SKY Harbor Capital Holdings LLC. Mr. Muhtadie is a graduate of The Ohio State University and holds a Master of Business Administration from the Columbia University Graduate School of Business.

Steve Calk