董事介绍
注：董事持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Christopher J. Harrington | 男 | Director | 37 | 未披露 | 未持股 | 2018-07-01 |
| Ruediger Adolf | 男 | Founder of Focus LLC and Chief Executive Officer and Chairman | 55 | 391.75万美元 | 未持股 | 2018-07-01 |
| Rajini Sundar Kodialam | 女 | Co-Founder of Focus LLC and Chief Operating Officer and Director | 50 | 258.41万美元 | 未持股 | 2018-07-01 |
| Fayez S. Muhtadie | 男 | Director | 40 | 未披露 | 未持股 | 2018-07-01 |
| James D. Carey | 男 | Director | 51 | 未披露 | 未持股 | 2018-07-01 |
| Noah Gottdiener | 男 | Director | 61 | 未披露 | 未持股 | 2018-07-01 |
| Deborah D. McWhinney | 女 | Director | 63 | 未披露 | 未持股 | 2018-07-01 |
高管介绍
注：高管持股数取自最新公司公告
| 姓名 | 性别 | 职位 | 年龄 | 薪酬 | 持股数(万股) | 截止日期 |
|---|---|---|---|---|---|---|
| Ruediger Adolf | 男 | Founder of Focus LLC and Chief Executive Officer and Chairman | 55 | 391.75万美元 | 未持股 | 2018-07-01 |
| Rajini Sundar Kodialam | 女 | Co-Founder of Focus LLC and Chief Operating Officer and Director | 50 | 258.41万美元 | 未持股 | 2018-07-01 |
| James Shanahan | 男 | Chief Financial Officer | 48 | 310.34万美元 | 未持股 | 2018-07-01 |
| Leonard R. Chang | 男 | Co-Founder of Focus LLC and Managing Director | 43 | 未披露 | 未持股 | 2018-07-01 |
| Christopher T. Dupuy | 男 | President-Independence | 53 | 未披露 | 未持股 | 2018-07-01 |
| J. Russell McGranahan | 男 | General Counsel | 48 | 未披露 | 未持股 | 2018-07-01 |
| Vamsi K. Yadlapati | 男 | Managing Director | 37 | 未披露 | 未持股 | 2018-07-01 |
董事简历
中英对照 | 中文 | 英文- Christopher J. Harrington
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ChristopherJ.Harrington自2017年7月以来一直担任Focus LLC的董事会成员，并已同意担任我们的董事会成员。Harrington先生是KKR的成员。他于2008年加入KKR公司，是公司的美洲私人股本平台的金融服务行业团队的高级成员。Harrington先生目前在Private Underwriters，Sedgwick Claims Management Services，USI Insurance Services和WMIH Corp.的董事会任职。加入KKR公司之前，他曾任职Merrill Lynch&Co.，在那里他曾参与多种收购、资产剥离和其他公司咨询交易。Harrington先生持有Harvard College文学学士学位和Harvard Law School法学博士学位。
Christopher J. Harrington has served as a director since June 2017 and is a Member of KKR, a global asset manager working in private equity and fixed income. He joined KKR in 2008 and leads the firm’s financial services industry team within the Americas Private Equity platform. Mr. Harrington has been involved with KKR’s investments in multiple companies, including Mr. Cooper Group. Mr. Harrington currently serves on the boards of directors of several public and privately-held companies. Previously, Mr. Harrington was with Merrill Lynch & Co. in New York, where he was involved in a variety of acquisitions, divestitures, and other corporate advisory transactions. - ChristopherJ.Harrington自2017年7月以来一直担任Focus LLC的董事会成员，并已同意担任我们的董事会成员。Harrington先生是KKR的成员。他于2008年加入KKR公司，是公司的美洲私人股本平台的金融服务行业团队的高级成员。Harrington先生目前在Private Underwriters，Sedgwick Claims Management Services，USI Insurance Services和WMIH Corp.的董事会任职。加入KKR公司之前，他曾任职Merrill Lynch&Co.，在那里他曾参与多种收购、资产剥离和其他公司咨询交易。Harrington先生持有Harvard College文学学士学位和Harvard Law School法学博士学位。
- Christopher J. Harrington has served as a director since June 2017 and is a Member of KKR, a global asset manager working in private equity and fixed income. He joined KKR in 2008 and leads the firm’s financial services industry team within the Americas Private Equity platform. Mr. Harrington has been involved with KKR’s investments in multiple companies, including Mr. Cooper Group. Mr. Harrington currently serves on the boards of directors of several public and privately-held companies. Previously, Mr. Harrington was with Merrill Lynch & Co. in New York, where he was involved in a variety of acquisitions, divestitures, and other corporate advisory transactions.
- Ruediger Adolf
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Ruediger Adolf自2004年以来一直担任Focus LLC的创始人兼首席执行官和董事会成员。Adolf先生自2015年我们成立以来一直担任我们的首席执行官兼董事长，并担任我们的董事会成员。从1998年到2003年，阿道夫先生担任美国运通全球经纪和银行部门的高级副总裁兼总经理。在担任该职位之前，Adolf先生是战略和业务发展的高级副总裁。在加入美国运通之前，Adolf先生是麦肯锡公司（McKinsey&Company）的合伙人。Adolf先生持有MAG。呃。和一个Iur博士。来自奥地利因斯布鲁克大学。
Ruediger Adolf has served as Founder and Chief Executive Officer and as a member of the board of managers of Focus LLC 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. - Ruediger Adolf自2004年以来一直担任Focus LLC的创始人兼首席执行官和董事会成员。Adolf先生自2015年我们成立以来一直担任我们的首席执行官兼董事长，并担任我们的董事会成员。从1998年到2003年，阿道夫先生担任美国运通全球经纪和银行部门的高级副总裁兼总经理。在担任该职位之前，Adolf先生是战略和业务发展的高级副总裁。在加入美国运通之前，Adolf先生是麦肯锡公司（McKinsey&Company）的合伙人。Adolf先生持有MAG。呃。和一个Iur博士。来自奥地利因斯布鲁克大学。
- Ruediger Adolf has served as Founder and Chief Executive Officer and as a member of the board of managers of Focus LLC 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 Sundar Kodialam
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Rajini Sundar Kodialam自2005年起担任Focus LLC联合创始人兼董事总经理，自2017年7月起担任董事会成员。Kodialam女士自2015年我们成立以来一直担任我们的首席运营官，并已同意在我们的董事会任职。在创立Focus之前，Kodialam女士从1998年到2005年在美国运通工作，在那里她从1999年到2005年担任Vice President。加入AMEX之前，Kodialam女士在麦肯锡公司（McKinsey&Company）任职。Kodialam女士拥有哥伦比亚商学院（Columbia Business School）金融与营销工商管理硕士学位，艾哈迈达巴德印度管理学院（Indian Institute of Management，Ahmedabad）管理学研究生文凭和印度德里大学（Delhi University，India）文学学士学位。
Rajini Sundar Kodialam is an accomplished entrepreneur, co founder, Chief Operating Officer and board director with over 25 years of experience driving stainable biness growth in financial services. Ms. Kodialam is Co Founder Emerit of Foc Financial Partners, a leading international partnership of independent alth management firms. Ms. Kodialam served as Board Member and Chief Operating Officer of Foc Financial Partners (Nasdaq: FOCS) from July 2018 till September 2023 and as Co Founder & Managing Director from 2006 to 2018. Prior to co founding Foc, Ms. Kodialam worked at American Express from 1998 to 2005 where she served as a Vice President from 1999 to 2005, managing interactive services for the U.S. Consumer Card and Travel binesses. Prior to joining American Express, Ms. Kodialam was with McKinsey & Company. Ms. Kodialam holds a Bachelor of Arts from Delhi University, India, a Post Graduate Diploma in Management from the Indian Institute of Management, Ahmedabad and a Master of Biness Administration from the Columbia University Graduate School of Biness. - Rajini Sundar Kodialam自2005年起担任Focus LLC联合创始人兼董事总经理，自2017年7月起担任董事会成员。Kodialam女士自2015年我们成立以来一直担任我们的首席运营官，并已同意在我们的董事会任职。在创立Focus之前，Kodialam女士从1998年到2005年在美国运通工作，在那里她从1999年到2005年担任Vice President。加入AMEX之前，Kodialam女士在麦肯锡公司（McKinsey&Company）任职。Kodialam女士拥有哥伦比亚商学院（Columbia Business School）金融与营销工商管理硕士学位，艾哈迈达巴德印度管理学院（Indian Institute of Management，Ahmedabad）管理学研究生文凭和印度德里大学（Delhi University，India）文学学士学位。
- Rajini Sundar Kodialam is an accomplished entrepreneur, co founder, Chief Operating Officer and board director with over 25 years of experience driving stainable biness growth in financial services. Ms. Kodialam is Co Founder Emerit of Foc Financial Partners, a leading international partnership of independent alth management firms. Ms. Kodialam served as Board Member and Chief Operating Officer of Foc Financial Partners (Nasdaq: FOCS) from July 2018 till September 2023 and as Co Founder & Managing Director from 2006 to 2018. Prior to co founding Foc, Ms. Kodialam worked at American Express from 1998 to 2005 where she served as a Vice President from 1999 to 2005, managing interactive services for the U.S. Consumer Card and Travel binesses. Prior to joining American Express, Ms. Kodialam was with McKinsey & Company. Ms. Kodialam holds a Bachelor of Arts from Delhi University, India, a Post Graduate Diploma in Management from the Indian Institute of Management, Ahmedabad and a Master of Biness Administration from the Columbia University Graduate School of Biness.
- Fayez S. Muhtadie
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FayezS.Muhtadie自2017年7月以来一直担任Focus LLC的董事会成员，并已同意担任我们的董事会成员。Muhtadie先生是Stone Point的负责人。在2003年加入Stone Point之前，Muhtadie先生曾在Credit Suisse First Boston担任金融机构投资银行集团的分析师，并在怡安资本市场担任金融分析师。Muhtadie先生目前在Greenspoint Capital LLC、Kestra Financial Holdings GP LLC、Newport Holdings和Sky Harbor Capital Holdings LLC的董事会任职。Muhtadie先生毕业于俄亥俄州立大学（The Ohio State University），并持有哥伦比亚大学商学院（Columbia University Graduate School of Business）的工商管理硕士学位。
Fayez S. Muhtadie has served on the board of managers of Focus LLC 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. - FayezS.Muhtadie自2017年7月以来一直担任Focus LLC的董事会成员，并已同意担任我们的董事会成员。Muhtadie先生是Stone Point的负责人。在2003年加入Stone Point之前，Muhtadie先生曾在Credit Suisse First Boston担任金融机构投资银行集团的分析师，并在怡安资本市场担任金融分析师。Muhtadie先生目前在Greenspoint Capital LLC、Kestra Financial Holdings GP LLC、Newport Holdings和Sky Harbor Capital Holdings LLC的董事会任职。Muhtadie先生毕业于俄亥俄州立大学（The Ohio State University），并持有哥伦比亚大学商学院（Columbia University Graduate School of Business）的工商管理硕士学位。
- Fayez S. Muhtadie has served on the board of managers of Focus LLC 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.
- James D. Carey
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James D. Carey从2010年5月开始一直担任Alterra Capital的董事，并从2010年3月开始担任Harbor Point Limited（我们将其简称为Harbor Point）的董事直到其于2010年5月与Alterra Holdings（我们将其简称为Amalgamation）合并。他从2005年开始担任石点资本投资公司（Stone Point Capital LLC）的高级负责人，这是一家投资于金融服务行业的私人股权公司。 Stone Point于2005年成立前，他担任MMC Capital, Inc.的负责人，其为Stone Point的前身公司。Carey先生在波士顿学院（Boston College）获得本科学位与法学博士学位，并在杜克大学（Duke University）的福夸商学院获得工商管理硕士学位。
James D. Carey is a senior principal of Stone Point Capital LLC, a private equity firm based in Greenwich, Connecticut. Stone Point Capital serves as the manager of the Trident Funds, which invest exclusively in the global financial services industry. Mr. Carey has been with Stone Point Capital and its predecessor entities since 1997. He previously served as a director of the Company from its formation in 2001 until the Company became publicly traded in 2007. Mr. Carey rejoined the Board in 2013. - James D. Carey从2010年5月开始一直担任Alterra Capital的董事，并从2010年3月开始担任Harbor Point Limited（我们将其简称为Harbor Point）的董事直到其于2010年5月与Alterra Holdings（我们将其简称为Amalgamation）合并。他从2005年开始担任石点资本投资公司（Stone Point Capital LLC）的高级负责人，这是一家投资于金融服务行业的私人股权公司。 Stone Point于2005年成立前，他担任MMC Capital, Inc.的负责人，其为Stone Point的前身公司。Carey先生在波士顿学院（Boston College）获得本科学位与法学博士学位，并在杜克大学（Duke University）的福夸商学院获得工商管理硕士学位。
- James D. Carey is a senior principal of Stone Point Capital LLC, a private equity firm based in Greenwich, Connecticut. Stone Point Capital serves as the manager of the Trident Funds, which invest exclusively in the global financial services industry. Mr. Carey has been with Stone Point Capital and its predecessor entities since 1997. He previously served as a director of the Company from its formation in 2001 until the Company became publicly traded in 2007. Mr. Carey rejoined the Board in 2013.
- Noah Gottdiener
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Noah Gottdiener从2005年9月起担任Duff & Phelps Acquisitions, LLC "D&P Acquisitions"（公司一家子公司）首席执行官和管理董事，当时正值Standard & Poor's Corporate Value Consulting （"CVC"）被Duff & Phelps （the "CVC Acquisition"）收购，从而形成了D&P Acquisitions。一直担任到2007年9月。在此之前，Gottdiener于2004年3月起担任Duff & Phelps Holdings, LLC （"D&P Holdings"） 首席执行官和管理董事，当时他领导了Duff & Phelps, LLC与Webster Financial Corporation （"Webster"）的并购，一直担任到2005年9月。Gottdiener现任公司首席执行官、总裁和董事长。Gottdiener曾是Stone Ridge Partners LLC（一家并购顾问公司，关注中级市场公司）创始合伙人。之前，Gottdiener曾担任Thomas Weisel Partners and Furman Selz LLC合伙人，以及Lehman Brothers, Inc.总经理。他就是在Lehman Brothers, Inc.开始自己的职业生涯的。Gottdiener有着20年多的投资银行发放，执行和管理经验。Gottdiener还担任National Outdoor Leadership School顾问董事、Princeton University数学系顾问委员会成员。Gottdiener持有Princeton University文学学士学位以及Harvard Business School工商管理硕士学位。
Noah Gottdiener has agreed to serve on our board of directors. 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. - Noah Gottdiener从2005年9月起担任Duff & Phelps Acquisitions, LLC "D&P Acquisitions"（公司一家子公司）首席执行官和管理董事，当时正值Standard & Poor's Corporate Value Consulting （"CVC"）被Duff & Phelps （the "CVC Acquisition"）收购，从而形成了D&P Acquisitions。一直担任到2007年9月。在此之前，Gottdiener于2004年3月起担任Duff & Phelps Holdings, LLC （"D&P Holdings"） 首席执行官和管理董事，当时他领导了Duff & Phelps, LLC与Webster Financial Corporation （"Webster"）的并购，一直担任到2005年9月。Gottdiener现任公司首席执行官、总裁和董事长。Gottdiener曾是Stone Ridge Partners LLC（一家并购顾问公司，关注中级市场公司）创始合伙人。之前，Gottdiener曾担任Thomas Weisel Partners and Furman Selz LLC合伙人，以及Lehman Brothers, Inc.总经理。他就是在Lehman Brothers, Inc.开始自己的职业生涯的。Gottdiener有着20年多的投资银行发放，执行和管理经验。Gottdiener还担任National Outdoor Leadership School顾问董事、Princeton University数学系顾问委员会成员。Gottdiener持有Princeton University文学学士学位以及Harvard Business School工商管理硕士学位。
- Noah Gottdiener has agreed to serve on our board of directors. 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.
- Deborah D. McWhinney
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Deborah D. McWhinney，花旗集团全球企业支付部门的前首席执行官和首席运营官，这是一个全球性的金融服务公司，任期从2011二月到她2014一月退休结束；2009五月到2011二月，她担任花旗集团个人银行和财富管理部门总裁；2001-2007，担任Schwab Institutional总裁，这是Charles Schwab, Inc一个分部；2004-2007，担任Charles Schwab全球风险委员会主席。她在金融行业超过35年的经验，让她成为本公司董事会和审计委员会的一个价值非凡的新成员。她担任花旗和其它金融机构行政职务的技能，可以在商业策略，金融，投资和财政管理方面为董事会提供深刻见解。此外，她曾在花旗和Charles Schwab的风险委员会供职，这使她可以为董事会提供风险相关的事务提供意见。
Deborah D. Mcwhinney,currently serves on the board of Borg Warner Inc., where she serves as Chair of the Compensation Committee and on the Audit Committee. She also serves as a trustee of Franklin Templeton ETF funds. Ms. McWhinney previously served on the boards of Focus Financial Partners Inc., Fluor Corporation, Lloyds Banking Group plc and Fresenius Medical Care AG & Co. Ms. McWhinney worked at Citigroup, Inc. ("Citi") from 2009 to 2014, as the Chief Executive Officer of Citi's global enterprise payments business from September 2013 to January 2014, as the Chief Operating Officer of Citi's global enterprise payments business from February 2011 to September 2013, and as President of Personal Banking and Wealth Management from May 2009 to February 2011. Ms. McWhinney was also co-chair of the Citi Women initiative until her retirement in January 2014. Prior to joining Citi, Ms. McWhinney worked at Charles Schwab, Inc. from 2001 to 2007, where she was President of Schwab Institutional and was chair of the global risk committee. Ms. McWhinney previously held executive roles at Visa International and Engage Media (a division of CMGI). Earlier in her career, she worked for 17 years at Bank of America in corporate and retail banking.Ms. McWhinney was appointed by former President George W. Bush to the board of directors of the Securities Investor Protection Corporation in 2002 where she served until 2007. Ms. McWhinney serves on the board of Legal Shield and is a trustee for the California Institute of Technology and for the Institute for Defense Analyses. Ms. McWhinney holds a Bachelor of Arts from University of Montana. - Deborah D. McWhinney，花旗集团全球企业支付部门的前首席执行官和首席运营官，这是一个全球性的金融服务公司，任期从2011二月到她2014一月退休结束；2009五月到2011二月，她担任花旗集团个人银行和财富管理部门总裁；2001-2007，担任Schwab Institutional总裁，这是Charles Schwab, Inc一个分部；2004-2007，担任Charles Schwab全球风险委员会主席。她在金融行业超过35年的经验，让她成为本公司董事会和审计委员会的一个价值非凡的新成员。她担任花旗和其它金融机构行政职务的技能，可以在商业策略，金融，投资和财政管理方面为董事会提供深刻见解。此外，她曾在花旗和Charles Schwab的风险委员会供职，这使她可以为董事会提供风险相关的事务提供意见。
- Deborah D. Mcwhinney,currently serves on the board of Borg Warner Inc., where she serves as Chair of the Compensation Committee and on the Audit Committee. She also serves as a trustee of Franklin Templeton ETF funds. Ms. McWhinney previously served on the boards of Focus Financial Partners Inc., Fluor Corporation, Lloyds Banking Group plc and Fresenius Medical Care AG & Co. Ms. McWhinney worked at Citigroup, Inc. ("Citi") from 2009 to 2014, as the Chief Executive Officer of Citi's global enterprise payments business from September 2013 to January 2014, as the Chief Operating Officer of Citi's global enterprise payments business from February 2011 to September 2013, and as President of Personal Banking and Wealth Management from May 2009 to February 2011. Ms. McWhinney was also co-chair of the Citi Women initiative until her retirement in January 2014. Prior to joining Citi, Ms. McWhinney worked at Charles Schwab, Inc. from 2001 to 2007, where she was President of Schwab Institutional and was chair of the global risk committee. Ms. McWhinney previously held executive roles at Visa International and Engage Media (a division of CMGI). Earlier in her career, she worked for 17 years at Bank of America in corporate and retail banking.Ms. McWhinney was appointed by former President George W. Bush to the board of directors of the Securities Investor Protection Corporation in 2002 where she served until 2007. Ms. McWhinney serves on the board of Legal Shield and is a trustee for the California Institute of Technology and for the Institute for Defense Analyses. Ms. McWhinney holds a Bachelor of Arts from University of Montana.
高管简历
中英对照 | 中文 | 英文- Ruediger Adolf
Ruediger Adolf自2004年以来一直担任Focus LLC的创始人兼首席执行官和董事会成员。Adolf先生自2015年我们成立以来一直担任我们的首席执行官兼董事长，并担任我们的董事会成员。从1998年到2003年，阿道夫先生担任美国运通全球经纪和银行部门的高级副总裁兼总经理。在担任该职位之前，Adolf先生是战略和业务发展的高级副总裁。在加入美国运通之前，Adolf先生是麦肯锡公司（McKinsey&Company）的合伙人。Adolf先生持有MAG。呃。和一个Iur博士。来自奥地利因斯布鲁克大学。
Ruediger Adolf has served as Founder and Chief Executive Officer and as a member of the board of managers of Focus LLC 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.- Ruediger Adolf自2004年以来一直担任Focus LLC的创始人兼首席执行官和董事会成员。Adolf先生自2015年我们成立以来一直担任我们的首席执行官兼董事长，并担任我们的董事会成员。从1998年到2003年，阿道夫先生担任美国运通全球经纪和银行部门的高级副总裁兼总经理。在担任该职位之前，Adolf先生是战略和业务发展的高级副总裁。在加入美国运通之前，Adolf先生是麦肯锡公司（McKinsey&Company）的合伙人。Adolf先生持有MAG。呃。和一个Iur博士。来自奥地利因斯布鲁克大学。
- Ruediger Adolf has served as Founder and Chief Executive Officer and as a member of the board of managers of Focus LLC 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 Sundar Kodialam
Rajini Sundar Kodialam自2005年起担任Focus LLC联合创始人兼董事总经理，自2017年7月起担任董事会成员。Kodialam女士自2015年我们成立以来一直担任我们的首席运营官，并已同意在我们的董事会任职。在创立Focus之前，Kodialam女士从1998年到2005年在美国运通工作，在那里她从1999年到2005年担任Vice President。加入AMEX之前，Kodialam女士在麦肯锡公司（McKinsey&Company）任职。Kodialam女士拥有哥伦比亚商学院（Columbia Business School）金融与营销工商管理硕士学位，艾哈迈达巴德印度管理学院（Indian Institute of Management，Ahmedabad）管理学研究生文凭和印度德里大学（Delhi University，India）文学学士学位。
Rajini Sundar Kodialam is an accomplished entrepreneur, co founder, Chief Operating Officer and board director with over 25 years of experience driving stainable biness growth in financial services. Ms. Kodialam is Co Founder Emerit of Foc Financial Partners, a leading international partnership of independent alth management firms. Ms. Kodialam served as Board Member and Chief Operating Officer of Foc Financial Partners (Nasdaq: FOCS) from July 2018 till September 2023 and as Co Founder & Managing Director from 2006 to 2018. Prior to co founding Foc, Ms. Kodialam worked at American Express from 1998 to 2005 where she served as a Vice President from 1999 to 2005, managing interactive services for the U.S. Consumer Card and Travel binesses. Prior to joining American Express, Ms. Kodialam was with McKinsey & Company. Ms. Kodialam holds a Bachelor of Arts from Delhi University, India, a Post Graduate Diploma in Management from the Indian Institute of Management, Ahmedabad and a Master of Biness Administration from the Columbia University Graduate School of Biness.- Rajini Sundar Kodialam自2005年起担任Focus LLC联合创始人兼董事总经理，自2017年7月起担任董事会成员。Kodialam女士自2015年我们成立以来一直担任我们的首席运营官，并已同意在我们的董事会任职。在创立Focus之前，Kodialam女士从1998年到2005年在美国运通工作，在那里她从1999年到2005年担任Vice President。加入AMEX之前，Kodialam女士在麦肯锡公司（McKinsey&Company）任职。Kodialam女士拥有哥伦比亚商学院（Columbia Business School）金融与营销工商管理硕士学位，艾哈迈达巴德印度管理学院（Indian Institute of Management，Ahmedabad）管理学研究生文凭和印度德里大学（Delhi University，India）文学学士学位。
- Rajini Sundar Kodialam is an accomplished entrepreneur, co founder, Chief Operating Officer and board director with over 25 years of experience driving stainable biness growth in financial services. Ms. Kodialam is Co Founder Emerit of Foc Financial Partners, a leading international partnership of independent alth management firms. Ms. Kodialam served as Board Member and Chief Operating Officer of Foc Financial Partners (Nasdaq: FOCS) from July 2018 till September 2023 and as Co Founder & Managing Director from 2006 to 2018. Prior to co founding Foc, Ms. Kodialam worked at American Express from 1998 to 2005 where she served as a Vice President from 1999 to 2005, managing interactive services for the U.S. Consumer Card and Travel binesses. Prior to joining American Express, Ms. Kodialam was with McKinsey & Company. Ms. Kodialam holds a Bachelor of Arts from Delhi University, India, a Post Graduate Diploma in Management from the Indian Institute of Management, Ahmedabad and a Master of Biness Administration from the Columbia University Graduate School of Biness.
- James Shanahan
James Shanahan自2006年10月起担任Focus LLC的首席财务官。Shanahan先生自2015年我们成立以来一直担任我们的首席财务官。Shanahan从2001年到2006年担任Sybari Software（一家软件安全公司，2005年成为Microsoft子公司）运营职位首席财务官/Vice President。任职Microsoft公司之前，他曾任职PricewaterhouseCoopers公司（从1992年到2001年），在那里他最后担任高级审计经理。Shanahan先生是一名注册会计师，持有霍夫斯特拉大学（Hofstra University）工商管理硕士学位/工商管理学士学位。此外，Shanahan先生是特许财务顾问和个人财务专家。
James Shanahan has served as Chief Financial Officer of Focus LLC 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.- James Shanahan自2006年10月起担任Focus LLC的首席财务官。Shanahan先生自2015年我们成立以来一直担任我们的首席财务官。Shanahan从2001年到2006年担任Sybari Software（一家软件安全公司，2005年成为Microsoft子公司）运营职位首席财务官/Vice President。任职Microsoft公司之前，他曾任职PricewaterhouseCoopers公司（从1992年到2001年），在那里他最后担任高级审计经理。Shanahan先生是一名注册会计师，持有霍夫斯特拉大学（Hofstra University）工商管理硕士学位/工商管理学士学位。此外，Shanahan先生是特许财务顾问和个人财务专家。
- James Shanahan has served as Chief Financial Officer of Focus LLC 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.
- Leonard R. Chang
LeonardR.Chang是Focus LLC的联合创始人，自2004年以来一直担任Focus LLC的董事总经理。Chang先生自2015年我们成立以来一直担任董事总经理。在Focus之前，Chang先生在波士顿咨询集团（Boston Consulting Group）任职，在此之前，Chang先生在美国运通（AMEX）的战略与业务发展集团（Strategy and Business Development Group）任职，总部位于纽约和伦敦。Chang先生在哈佛商学院（Harvard Business School）获得工商管理硕士学位，并在宾夕法尼亚大学沃顿商学院（Wharton School at the University of Pennsylvania）获得财务与战略管理双集中的经济学理学学士学位。
Leonard R. Chang is a co-founder of Focus LLC and has served as a Managing Director of Focus LLC since 2004. Mr. Chang has served as a Managing Director since our formation in 2015. Prior to Focus, Mr. Chang was with the Boston Consulting Group, and before that, Mr. Chang worked at AMEX in the Strategy and Business Development Group, based in New York and London. Mr. Chang received his Master of Business Administration from Harvard Business School and his Bachelor of Science in Economics with dual concentration in Finance and Strategic Management from the Wharton School at the University of Pennsylvania.- LeonardR.Chang是Focus LLC的联合创始人，自2004年以来一直担任Focus LLC的董事总经理。Chang先生自2015年我们成立以来一直担任董事总经理。在Focus之前，Chang先生在波士顿咨询集团（Boston Consulting Group）任职，在此之前，Chang先生在美国运通（AMEX）的战略与业务发展集团（Strategy and Business Development Group）任职，总部位于纽约和伦敦。Chang先生在哈佛商学院（Harvard Business School）获得工商管理硕士学位，并在宾夕法尼亚大学沃顿商学院（Wharton School at the University of Pennsylvania）获得财务与战略管理双集中的经济学理学学士学位。
- Leonard R. Chang is a co-founder of Focus LLC and has served as a Managing Director of Focus LLC since 2004. Mr. Chang has served as a Managing Director since our formation in 2015. Prior to Focus, Mr. Chang was with the Boston Consulting Group, and before that, Mr. Chang worked at AMEX in the Strategy and Business Development Group, based in New York and London. Mr. Chang received his Master of Business Administration from Harvard Business School and his Bachelor of Science in Economics with dual concentration in Finance and Strategic Management from the Wharton School at the University of Pennsylvania.
- Christopher T. Dupuy
ChristopherT.Dupuy自2014年以来一直担任Focus LLC的Focus Independence团队总裁。Dupuy先生自2015年我们成立以来一直担任Focus Independence团队的总裁。在加入Focus之前，Dupuy先生曾在Merrill Lynch担任多个职位，包括太平洋西北市场的市场执行官，财富管理，私人财富和亚洲国际业务主管，Merrill Lynch Wealth Management的全国销售经理，Merrill Lynch全球投资解决方案业务主管和Merrill Lynch财富管理银行首席运营官。他也曾担任Merrill Lynch公司的执行和薪酬委员会的成员。Dupuy先生在詹姆斯·麦迪逊大学（James Madison University）获得通信艺术理学学士学位。
Christopher T. Dupuy has served as President of the Focus Independence team of Focus LLC since 2014. Mr. Dupuy has served as President of our Focus Independence team since our formation in 2015. Prior to joining Focus, Mr. Dupuy worked for Merrill Lynch in several positions, including Market Executive of the Pacific Northwest Market, Head of the Wealth Management, Private Wealth and Asia International businesses, National Sales Manager of Merrill Lynch Wealth Management, Head of Merrill Lynch's Global Investments Solutions Business and Chief Operating Officer of Merrill Lynch's Wealth Management Bank. He also served as a member of Merrill Lynch's Executive and Compensation Committees. Mr. Dupuy received his Bachelor of Science in Communication Arts from James Madison University.- ChristopherT.Dupuy自2014年以来一直担任Focus LLC的Focus Independence团队总裁。Dupuy先生自2015年我们成立以来一直担任Focus Independence团队的总裁。在加入Focus之前，Dupuy先生曾在Merrill Lynch担任多个职位，包括太平洋西北市场的市场执行官，财富管理，私人财富和亚洲国际业务主管，Merrill Lynch Wealth Management的全国销售经理，Merrill Lynch全球投资解决方案业务主管和Merrill Lynch财富管理银行首席运营官。他也曾担任Merrill Lynch公司的执行和薪酬委员会的成员。Dupuy先生在詹姆斯·麦迪逊大学（James Madison University）获得通信艺术理学学士学位。
- Christopher T. Dupuy has served as President of the Focus Independence team of Focus LLC since 2014. Mr. Dupuy has served as President of our Focus Independence team since our formation in 2015. Prior to joining Focus, Mr. Dupuy worked for Merrill Lynch in several positions, including Market Executive of the Pacific Northwest Market, Head of the Wealth Management, Private Wealth and Asia International businesses, National Sales Manager of Merrill Lynch Wealth Management, Head of Merrill Lynch's Global Investments Solutions Business and Chief Operating Officer of Merrill Lynch's Wealth Management Bank. He also served as a member of Merrill Lynch's Executive and Compensation Committees. Mr. Dupuy received his Bachelor of Science in Communication Arts from James Madison University.
- J. Russell McGranahan
J.Russell McGranahan自2015年8月起担任Focus LLC的总法律顾问，并自那时起担任我们的总法律顾问。从2006年到2015年，McGranahan先生担任贝莱德（BlackRock）的董事总经理，并购顾问兼公司秘书。在加入BlackRock之前，McGranahan先生是Skadden，Arps，Slate，Meagher&Flom LLP并购和公司部门的法律顾问。McGranahan先生的职业生涯始于担任White&Case，LLP的公司合伙人，并在东欧工作了三年。McGranahan先生在耶鲁大学法学院（Yale Law School）获得法学博士学位，并在美国天主教大学（Catholic University of America）获得经济与世界政治文学学士学位。他还获得了特许金融分析师称号。
J. Russell McGranahan has served as General Counsel of Focus LLC since August 2015 and has served as our General Counsel since that time. From 2006 to 2015 Mr. McGranahan was a Managing Director, M&A Counsel and Corporate Secretary at BlackRock. Prior to joining BlackRock, Mr. McGranahan was counsel in the mergers and acquisitions and corporate departments of Skadden, Arps, Slate, Meagher & Flom LLP. Mr. McGranahan began his career as a corporate associate with White & Case, LLP and for three years was based in Eastern Europe. Mr. McGranahan received his Juris Doctor from Yale Law School and his Bachelor of Arts in economics and world politics from the Catholic University of America. He has also earned the Chartered Financial Analyst® designation.- J.Russell McGranahan自2015年8月起担任Focus LLC的总法律顾问，并自那时起担任我们的总法律顾问。从2006年到2015年，McGranahan先生担任贝莱德（BlackRock）的董事总经理，并购顾问兼公司秘书。在加入BlackRock之前，McGranahan先生是Skadden，Arps，Slate，Meagher&Flom LLP并购和公司部门的法律顾问。McGranahan先生的职业生涯始于担任White&Case，LLP的公司合伙人，并在东欧工作了三年。McGranahan先生在耶鲁大学法学院（Yale Law School）获得法学博士学位，并在美国天主教大学（Catholic University of America）获得经济与世界政治文学学士学位。他还获得了特许金融分析师称号。
- J. Russell McGranahan has served as General Counsel of Focus LLC since August 2015 and has served as our General Counsel since that time. From 2006 to 2015 Mr. McGranahan was a Managing Director, M&A Counsel and Corporate Secretary at BlackRock. Prior to joining BlackRock, Mr. McGranahan was counsel in the mergers and acquisitions and corporate departments of Skadden, Arps, Slate, Meagher & Flom LLP. Mr. McGranahan began his career as a corporate associate with White & Case, LLP and for three years was based in Eastern Europe. Mr. McGranahan received his Juris Doctor from Yale Law School and his Bachelor of Arts in economics and world politics from the Catholic University of America. He has also earned the Chartered Financial Analyst® designation.
- Vamsi K. Yadlapati
VamsiK.Yadlapati自2007年以来一直在Focus LLC任职，并自2013年以来担任Focus LLC的董事总经理。Yadlapati先生自2015年我们成立以来一直担任董事总经理。在加入Focus之前，Yadlapati先生在Summit Partners，L.P.任职，在Summit Partners，L.P.之前，Yadlapati先生在Salomon Smith Barney的投资银行集团任职。Yadlapati先生在西北大学凯洛格管理学院（Kellogg School of Management at Northwestern University）获得工商管理硕士学位，并在伊利诺伊大学香槟分校（University of Illinois，Urbana-Champaign）获得工商管理理学学士学位。
Vamsi K. Yadlapati has been with Focus LLC since 2007 and served as a Managing Director of Focus LLC since 2013. Mr. Yadlapati has served as a Managing Director since our formation in 2015. Prior to joining Focus, Mr. Yadlapati was with Summit Partners, L.P., and prior to Summit Partners, L.P., Mr. Yadlapati worked in the investment-banking group at Salomon Smith Barney. Mr. Yadlapati received his Master of Business Administration from the Kellogg School of Management at Northwestern University and his Bachelor of Science in Business Administration from the University of Illinois, Urbana-Champaign.- VamsiK.Yadlapati自2007年以来一直在Focus LLC任职，并自2013年以来担任Focus LLC的董事总经理。Yadlapati先生自2015年我们成立以来一直担任董事总经理。在加入Focus之前，Yadlapati先生在Summit Partners，L.P.任职，在Summit Partners，L.P.之前，Yadlapati先生在Salomon Smith Barney的投资银行集团任职。Yadlapati先生在西北大学凯洛格管理学院（Kellogg School of Management at Northwestern University）获得工商管理硕士学位，并在伊利诺伊大学香槟分校（University of Illinois，Urbana-Champaign）获得工商管理理学学士学位。
- Vamsi K. Yadlapati has been with Focus LLC since 2007 and served as a Managing Director of Focus LLC since 2013. Mr. Yadlapati has served as a Managing Director since our formation in 2015. Prior to joining Focus, Mr. Yadlapati was with Summit Partners, L.P., and prior to Summit Partners, L.P., Mr. Yadlapati worked in the investment-banking group at Salomon Smith Barney. Mr. Yadlapati received his Master of Business Administration from the Kellogg School of Management at Northwestern University and his Bachelor of Science in Business Administration from the University of Illinois, Urbana-Champaign.