Adam Karasik

Part of Focus Financial Partners, Inc., Greystone Financial Services Ltd. is a British company that provides financial advisory services. The company is based in Altrincham, UK. The company was founded in 1989. Neil Alexander has been the CEO of the company since 2012. Greystone Financial Services was acquired by Focus Financial Partners LLC, part of Focus Financial Partners, Inc. from April 01, 2017 on February 11, 2008.

Part of Focus Financial Partners, Inc., Greystone Financial Services (Holdings) Ltd. operates as a financial holding British company. The company is based in Altrincham, UK.

Sentinel Securities, Inc. provides securities brokerage and dealership services. The firm offers equities, options, futures, commodity derivatives, ETFs, and fixed income securities trading services. The company is headquartered in Wakefield, MA.

Star Fund Managers LLP (SFM) is an independent alternative investment management firm headquartered in London, UK. The firm was founded by Christopher Rossbach and Nicolas Mueller in 2008 as Merian Capital Partners LLP and they became Star Fund Managers LLP in 2015. SFM manages the assets of private clients.

Evelyn Partners Asset Management Ltd. (Evelyn Partners) is the asset management subsidiary of Evelyn Partners Group Ltd., which is ultimately held by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 2003 as Ingenious Asset Management Ltd. and change their name to Tilney Asset Management Ltd. in 2016 and subsequently became Evelyn Partners Asset Management Ltd. in 2022. Headquartered in London, Evelyn Partners provides discretionary investment management services to high-net-worth individuals and families (retail clients), companies, charities, trusts and financial intermediaries on a discretionary basis.

Founded in 1995, R.W. Harris Ltd. is a British company that provides investment advice. Part of Focus Financial Partners, Inc., the company is based in Altrincham, UK.

Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program.