Clarissa P Jugo

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

• 01/2021 → 09/2023
  Goldman Sachs Ayco Personal Financial Management
  Deerfield, IL
• 07/2017 → 01/2021
  The Ayco Company
  Deerfield, IL
• 10/2015 → 07/2017
  Allied Benefit Systems
  Chicago, IL
• 09/2016 → 12/2016
  Albany Park Theater Project
  Chicago, IL
• 03/2018 → 04/2018
  Chicago Children's Theatre
  Chicago, IL
• 09/2023 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2023-09-21 → 2026-03-20
  Northcoast Asset Management Llc
  Stamford, CT
• 2023-09-21 → 2024-12-31
  Northcoast Asset Management Llc
  Stamford, CT
• 2021-12-21 → 2023-09-27
  Goldman Sachs Wealth Services, L.P.
  Deerfield, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-12-20

Designations

• Certified Financial Planner