Board of Directors
Ruediger (Rudy) Adolf
Rudy founded Focus in 2004 to advance the vision of leading independent, entrepreneurial wealth management firms and support them in what they do best – provide high quality advice to their clients – with additional support for growth; all without the limitations of traditional wirehouses. A recognized industry expert, Rudy frequently speaks at industry events and helps partner firms strategically grow their practices. He has been a member of the Focus board of directors since its formation in 2015.
From 1998 to 2003, Rudy served as Senior Vice President and General Manager of the American Express Global Brokerage and Banking division. Prior to this role, Rudy was the Senior Vice President of Strategy and Business Development. Before joining American Express, Rudy was a partner at McKinsey & Company.
When not working, Rudy is an avid world traveler and enjoys skiing – including heli-skiing – with his wife, two sons and daughter.
Rudy holds a Mag. iur. and a Dr. iur. from the University of Innsbruck, Austria.
Rajini Sundar Kodialam
Rajini is Co-Founder of Focus and is responsible for identifying high-quality wealth management firms to join the partnership. Rajini is a practice management expert with proficiency in organizational structure and effectiveness and talent management.
Prior to co-founding Focus, Rajini worked at American Express where she managed interactive services for the U.S. Consumer Card and Travel businesses. Prior to joining American Express, she was with McKinsey & Company.
Rajini lives in New Jersey with her husband and two sons. She is an avid gardener, likes to cook and aspires to write a sci-fi novel someday.
Rajini holds an MBA from Columbia Business School in New York, a PGDM from the Indian Institute of Management, Ahmedabad and a B.A. from Delhi University, India.
James D. Carey
Jim is a member of our Board of Directors and serves on our Compensation Committee. He is a Senior Principal of Stone Point, and has been with Stone Point or its predecessor entities since 1997. He is actively involved in all of Stone Point’s portfolio investments. Jim currently serves on the boards of directors of Enstar Group Limited, a public company, and the following private companies: Alliant Insurance Services, Inc., Amherst Pierpont Securities LLC, Citco III Limited (Observer), New Point Limited VII, North Bay Holdings Limited, Northshore Holdings Limited, Sedgwick Claims Management Services, Inc. and StarStone Specialty Holdings Ltd. Jim is also a board member for the Boys & Girls Club of Greenwich and the Waterside School of Stamford.
Jim holds a Bachelor of Science from Boston College, a Juris Doctor from Boston College Law School and a Master of Business Administration from Duke University Fuqua School of Business.
Joseph Feliciani, Jr.
Joe is a member of our Board of Directors and serves as Chair of our Audit and Risk Committee. Joe served as the Chief Operating Officer of Finance of BlackRock, Inc. from 2016 through his retirement in 2018 and as BlackRock’s Chief Accounting Officer from 1998 through 2016. During his tenure at Blackrock, he served as Chair of that firm’s retirement committee and as a member of the Finance Executive Committee, Global Operating Committee and Enterprise Risk Management Committee. Prior to joining BlackRock, Joe was the Controller of the asset management business of PNC Financial Services Group, Inc.
Joe received his BBA with a concentration in Accounting from Temple University.
Noah is a member of our Board of Directors and serves as Chair of our Compensation Committee. Noah has served as Chief Executive Officer and Chairman of the board of directors of Duff & Phelps since 2004. Previously, Noah was the founding partner of Stone Ridge Partners LLC, a mergers and acquisitions advisory firm. Prior to founding Stone Ridge, Noah was a partner with Thomas Weisel Partners, a partner of Furman Selz LLC and a Managing Director at Lehman Brothers, where he began his career.
Noah is a member of the Council on Foreign Relations and the Advisory Board of the Woodrow Wilson School of Public and International Affairs at Princeton University. He is also a Vice Chair on the Corporate Fund Board at The John F. Kennedy Center for the Performing Arts and sits on the Board of Trustees of the National Outdoor Leadership School (NOLS) and The Brearley School. He is also a member of the Black Rock Forest Consortium Leadership Council.
Noah received his BA in Mathematics from Princeton University and MBA from Harvard Business School.
Christopher J. Harrington
Chris is a member of our Board of Directors and serves on our Nominating, Governance and Sustainability Committee. Chris is a member of KKR and helps lead KKR’s investment efforts in the financial services sector. Chris currently serves on the boards of directors of Mr. Cooper Group, a public company, and USI Insurance Services, a private company.
Prior to joining KKR, Chris was with Merrill Lynch & Co. in New York, where he was involved in a variety of acquisitions, divestitures, and other corporate advisory transactions.
Chris holds an A.B., magna cum laude, from Harvard College and a J.D., magna cum laude, from Harvard Law School.
Deborah D. McWhinney
Debby is a member of our Board of Directors, serves on our Audit and Risk Committee and is Chair of our Nominating, Governance and Sustainability Committee. Debby worked at Citigroup from 2009 to 2014, where she served as Chief Executive Officer of Global Enterprise Payments, Chief Operating Officer of Global Enterprise Payments and President of Personal Banking and Wealth Management.
Prior to joining Citi, Debby worked at Schwab as President of Schwab Institutional from 2001 to 2007 and as Chair of the Global Risk Committee of Schwab from 2004 to 2007. Debby currently serves on the following public company boards of directors: BorgWarner Inc., Fluor Corporation and IHS Markit Ltd. She also previously served on the Board of Focus from 2007 to 2009.
Debby holds a Bachelor of Science from University of Montana and a Certificate of Completion with honors from Pacific Coast Banking School.
Greg S. Morganroth, MD
Greg is a member of our Board of Directors and serves on our Audit and Risk Committee. Greg is the Chief Executive Officer and founder of the California Skin Institute and a nationally recognized dermatologic surgeon.
Greg started the California Skin Institute as a solo dermatologic surgery practice in 2007. Since that time, he has built it into the largest private practice dermatology group in California, in part through over 50 acquisitions of outstanding dermatology and cosmetic surgery practices. The California Skin Institute now consists of approximately 40 offices and 400 employees throughout California.
Greg graduated with a B.S. from the University of Michigan and an M.D. from the University of Michigan School of Medicine. He completed his internship at the University of Pennsylvania, a dermatology residency at Yale University and a Mohs laser and dermatologic surgery fellowship at the Skin and Mohs Surgery Center at the Baptist Medical Center.
Fayez S. Muhtadie
Fayez is a member of our Board of Directors, serves on our Compensation Committee and our Nominating, Governance and Sustainability Committee, and is our Lead Independent Director. Fayez is a Senior Principal of Stone Point, helping lead the firm’s global investments in asset management, broker dealers, insurance run-off and outsourcing and technology.
Prior to joining Stone Point in 2003, Fayez worked at Credit Suisse First Boston as an analyst in the Financial Institutions Investment Banking Group and as a financial analyst at Aon Capital Markets. Fayez currently serves on the boards of directors of the following private companies: Eliassen Group Holdings LP, Greenspoint Capital LLC, Kingfisher Holding GP LLC, Newport Holdings, SKY Harbor Capital Holdings LLC and Trident LS Parent Corporation (LegalShield).
Fayez is a graduate of The Ohio State University and holds a Master of Business Administration from the Columbia University Graduate School of Business.