Mark Lawrence Sagen

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

• 01/2015 → 09/2018
  Calamos Wealth Management Llc
  Naperville, IL
• 09/2018 → 01/2023
  Rmb Capital Management, Llc
  Chicago, IL
• 01/2023 → 07/2024
  Connectus Wealth
  Chicago, IL
• 06/2024 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2023-01-19 → 2024-07-25
  Connectus Wealth
  Chicago, IL
• 2018-09-14 → 2023-01-06
  Curi Capital, Llc
  Oakbrook Terrace, IL
  Chicago, IL
• 2015-02-10 → 2018-09-25
  Calamos Wealth Management Llc
  Naperville, IL
• 2011-06-28 → 2015-02-06
  Bmo Family Office, Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-27

Designations

• Chartered Financial Analyst

Other Names

• Mark Sagen