Tyler Borzak

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

• 06/2014 → 12/2018
  Harris Associates
  Chicago, IL
• 01/2019 → 11/2019
  Harris Associates
  Chicago, IL
• 11/2019 → 08/2023
  Harris Associates
  Chicago, IL
• 09/2023 → Present
  Kovitz Investment Group Partners, Llc
  Chicago, IL
• 01/2026 → Present
  Focus Partners Wealth, Llc
  St. Louis, MO

Previous Registrations

• 2025-10-17 → 2026-03-20
  Northcoast Asset Management Llc
  Stamford, CT

Other Businesses

Pine Tree - Investment-related - 1 Tower Lane Suite 400 - Oakbrook Terrace, IL 60181 - Board member - non-compensated - ~3 hours/quarter for meetings only. No other time spent

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-17