High-touch wealth management meets modern technology

Taylor leads Farther’s executive team and shapes the overarching strategy for the firm. Prior to founding Farther, Taylor was a member of the leadership team at ForUsAll, where he helped build the fintech retirement advisory firm from $25 million in assets under management to just under $1 billion in his two years there.

Taylor previously co-founded Essmart, a social enterprise distributing tech-for-development products in India, and was an investment banker and management consultant in his early career. He graduated MIT Sloan with an MBA and Yale with degrees in philosophy and political science.

Taylor lives in San Francisco with his wife, three children, and a very excitable dog. As Victor Hugo wrote, “There is nothing like a dream to create the future.”

Brad sets Farther's vision for using technology to deliver an elite wealth experience for clients. Prior to founding Farther, Brad worked at Goldman Sachs in New York – where he founded and led an AI team dedicated to Private Wealth, and was an advisor on a team that managed over $1 billion in assets for clients.

Brad received both an SM in Mechanical Engineering and an MBA from MIT. A graduate of the United States Military Academy at West Point, he is a two-time Iraq war combat veteran who was awarded two bronze stars.

Brad leads our NY Office and lives in New Jersey with his wife and three children. As Nicola Yoon expressed, "The greatest risk is not taking one."

Deglin works in a central leadership role at Farther, managing the company’s talented wealth advisor team and recruiting top-tier advisors to join the rapidly growing company. Deglin brings vast experience in wealth management to Farther.

Previously, he served as an executive at Fisher Investments – where he led operations and drove business development for the largest, fastest-growing, privately-held investment management salesforce. He also served as Chief Executive Officer at Osborne Partners Capital Management, where he transformed the traditional 75-year-old firm into a nimble company designed to scale and grow. Among other roles, he founded a startup for which he raised millions from high-net-worth individuals, while leading the company from concept to commercialization.

Deglin draws inspiration from Winston Churchill: “Never, never, never give up.”

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With over 14 years of executive-level experience in the financial industry, David brings extensive expertise to the CFO role at Farther. Prior to Farther, David served as a private equity investor at Goldman Sachs and was a public markets investor with Lakewood Capital Management and the Cypress Fund. 

David has built and led finance and strategy teams for venture-backed fintech companies, Bluevine and Current. Now, in his capacity at Farther, David is actively contributing to advancements in the financial services sector by integrating Farther’s cutting-edge technology for wealth advisors.

David holds an MBA from Harvard Business School and a BS from NYU. He resides in New York City with his wife and two sons and adheres to Teddy Roosevelt’s mantra: “Keep your eyes on the stars, and your feet on the ground.”

Chris has spent his entire career in the financial services industry – and brings a unique blend of big bank experience and expertise in developing smaller, more intimate registered investment advisors to Farther.

When he is not skiing, camping, or teasing his kids: Chris is motivated by cultivating loyal, cross-functional teams; scaling technology platforms; and instilling a shared culture that is supporting the delivery of a powerful and effective client experience.

Chris is a trusted thought partner, innovative risk and compliance executive, and culture evangelist. “We’re gonna need a bigger boat!”

Megan leads Farther's efforts in recruiting top-tier financial advisors and helping them achieve their optimal potential. With over 20 years of professional sales experience, she has spent 10 of those years focused on partnering with entrepreneurial-minded professionals and taking their careers to the next level.

Megan was previously the Chief Sales Officer at a publicly-held, independent insurance franchisor – where she was responsible for national franchise development, recruiting, and corporate sales performance. She brings deep expertise and a passion for consultative sales, talent acquisition, and leadership development.

Megan draws inspiration from Carol S. Dweck’s Mindset: The New Psychology of Success: “We like to think of our champions and idols as superheroes who were born different from us. We don’t like to think of them as relatively ordinary people who made themselves extraordinary.”

Michael applies 20+ years of experience building and scaling premier client service teams to his role as VP of Client Experience at Farther. Michael previously served as Chief Service Officer at Goosehead Insurance, leading all aspects of the company’s centralized service operations.

During his nine-year tenure at Goosehead, Michael's leadership was instrumental in driving initiatives for effortless client experiences, resulting in net promoter scores (NPS) surpassing 90 and industry-leading client retention rates. Drawing from his background in sales and expansion strategy at Transcom, Alorica, and AT&T, Michael now leverages his track record of fostering superior client experiences for Team Farther.

Michael resides in Texas and often reminds his team of Winston Churchill’s words: “Success is not final, failure is not fatal: It is the courage to continue that counts.”

Grace leads Farther's marketing team and oversees the strategy and execution of every element that touches the Farther brand. Her team also partners closely with Farther's wealth advisors, helping them tailor their communications and cultivate opportunities to ensure that each client understands the wealth of experience offered.

Grace brings over 15 years in integrated marketing & communications, operations, and client success to Farther. A data-driven expert who has delivered results for Fortune 500 brands across the North American, Asian, European, and Latin American markets: her agency background spans Ogilvy, Hill+Knowlton, Landor, and mcgarrybowen. Grace is a Co-Founder of Accelerate Yale & Yale Angels, Head of Young China Watchers New York, and a longtime member of Lincoln Center Young Patrons.

Educated at Yale and Wharton, she has had 4 solo piano performances at Carnegie Hall. Grace is a native of Cleveland, lives in New York, and draws inspiration from her favorite Chinese proverb: “Scale new heights in order to see a thousand miles farther.”

Nick leads the People Team at Farther – encompassing talent, company culture, rewards and benefits, executive coaching, and performance management. Farther’s employees are our most important asset, and Nick’s team drives programs that directly impact employee happiness, efficiency, and productivity. 

Nick's breadth of experience includes leadership roles at Google, Point72, and Amazon. He brings a consultative approach to building programs, teams, and functions to support high growth – with a strong focus on efficiency, consistency, and scale.

Based in Upstate New York, Nick earned a BS in Business Administration from the University of Albany. He is supported in life by his wonderful wife, two daughters, and son; and he spends all of his free time exploring the wonders of a growing family. 

Nick values his team and strives to inspire others, but never takes himself too seriously – often drawing inspiration from Michael Scott: “I’m an early bird and I’m a night owl, so I’m wise and I have worms.”