Brian William Katz

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1997 → 07/2024
  The Colony Group Llc
  Boston, MA
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2003-05-12 → 2011-12-21
  The Colony Group, Llc
  Boston, MA

Other Businesses

the name of the other business: Ares Management whether the business is investment-related: Yes the address of the other business: 2000 Avenue of the Stars, 12th Floor, Los Angeles, CA 90067 the nature of the other business: Ares is an alternative investment manager your position: Member, RIA Advisory Council title, or relationship with the other business: Member, RIA Advisory Council the start date of your relationship: 05/14/2025 the approximate number of hours/month you devote to the other business: 8 hours per year the number of hours you devote to the other business during securities trading hours: 8 hours per year and briefly describe your duties relating to the other business: Commit to 3 meetings per year to discuss product development, fund structures, and other things relating to the needs of the wealth management industry

Designations

• Chartered Financial Analyst

Other Names

• Brian William Katz