Family Office
The Portfolio Strategy Group (PSG)
The Portfolio Strategy Group (PSG), part of Focus Financial Partners, is a US wealth management firm founded in 1990, based in White Plains, New York, serving private and institutional clients.The firm also administers FoF, including The PSG Fund.As of December 31, 2024, PSG managed $2.4bn in discretionary assets and $…
Assets Under Management
$1B-$10B
Headquarters
White Plains, New York
Decision-makers
Jacques E. Boubli
Managing Director & Investment Committee Member
Natasha Hanan
Wealth Advisor & Investment Committee Member
Laurie Ghali
Chief Compliance Officer & Investment Committee Member
Jay Koehler
Senior Vice President & Investment Committee Member
Edward L. Scharf
Managing Director & Investment Committee Member
Peter Yorkes
Managing Director & Investment Committee Member
Jacqueline O’Toole
Director of Operations, Investment Associate & Investment Committee Member
Lawrence D. Bartimer
Managing Director
Tom Zottner
Managing Director & Investment Committee Chair
Richard Yoken
Founder, Managing Director & Investment Committee Member
Members only
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