NEW YORK–(BUSINESS WIRE)–Focus Financial Partners Inc., an interdependent network of wealth management, business management, and related financial services firms, today announced that Jason Dubinsky will join Focus in March as its new Chief Financial Officer, effective March 10th, 2025. After a distinguished career at Focus, including nearly two decades as Chief Financial Officer, James Shanahan will retire as Chief Financial Officer and serve as a consultant to the company through the fall of 2025 to ensure a smooth transition.
Mr. Dubinsky has over 25 years of experience across the financial services and retail and consumer sectors. Most recently, he served as the Chief Financial Officer of Morningstar, Inc., a role he held from 2017 through 2024. At Morningstar, Mr. Dubinsky led the global finance function, including Controllership, FP&A, Tax, Internal Audit, Treasury, Investor Relations, Procurement, and Real Estate, and partnered across the business to deliver growth and value creation. Prior to Morningstar, he held several senior finance roles at Walgreens Boots Alliance, Inc., and its predecessor, Walgreen Co. Earlier in his career, he was an investment banker at Goldman Sachs and Lehman Brothers. As Chief Financial Officer of Focus, Mr. Dubinsky will also join Focus’ Operating Committee.
“We are pleased to welcome Jason as our new Chief Financial Officer during such an exciting phase of growth and transformation for Focus,” said Michael Nathanson, Chief Executive Officer of Focus. “His valuable perspective, deep skill set, partnership approach, and track record for delivering results will complement and enhance Focus’ leadership team as we continue to progress on our journey to be the leading fiduciary advice company in the world.”
“On behalf of Focus, I would also like to express my sincere gratitude to Jim Shanahan for his nearly 20 years of service to Focus,” Mr. Nathanson said. “Jim has made extraordinary contributions to the company as both a private and public company CFO and has provided invaluable counsel to Focus’ leadership team and me for many years. During Jim’s impressive tenure, he guided the company through more than 300 M&A transactions, as well as capital markets transactions that raised billions of dollars. We all wish Jim well and look forward to working with him as a consultant.”
“I am incredibly excited for the opportunity to serve as Focus’ Chief Financial Officer,” said Mr. Dubinsky. “Focus is a differentiated leader in the industry with an impressive history and a bright future. I look forward to partnering with Michael and the broader leadership team to continue executing on the company’s strategic evolution, delivering for clients and advisors, and ensuring its commitment to excellence in all it does.”
About Focus Financial Partners Inc.
Focus is an interdependent partnership of wealth management, business management, and related financial services firms, rooted in a client-first approach and powered by the collective energy and capabilities of its many advisors and professionals. The Focus partnership includes firms operated under the Focus Partners brand that reflect the company’s key business lines. Through a blend of innovative solutions, strong capital backing, and deep business expertise, Focus empowers its firms to achieve their business objectives by helping them better serve their clients and advisors. For more information, visit www.focusfinancialpartners.com.
© 2025 Focus Financial Partners. All rights reserved.
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