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, two daughters, 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."

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!”

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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Ching takes care of the people at Farther: from recruiting and onboarding, to compensation and benefits, to training and career development. The Farther team is our most important asset.

Ching began her career at Goldman Sachs and spent 14 years in investment banking and human capital management roles. More recently, she has enjoyed working at nonprofits and startups in roles focused on finance, admin, and HR.

Based in the San Francisco Bay Area, Ching holds a BA from Dartmouth College and an MBA from Columbia Business School. In her spare time, she enjoys walking her small dogs, reading, knitting sweaters, and traveling. Ching draws inspiration from a Tibetan proverb: “If you take care of the minutes, the years will take care of themselves.”

Shelby leads Farther’s client experience team, which is responsible for delivering a flawless wealth management experience for all clients and advisors: overseeing onboarding processes, liaising with custodians and intermediary partners, and executing all ongoing financial operations.

Shelby holds the Certified Financial Planner (CFP) certification and worked in Private Wealth Management at Goldman Sachs, prior to joining Farther. She earned her undergraduate degree from The University of New Mexico with a concentration in Accounting and a minor in Economics.

Based in Salt Lake City, Shelby and her husband, Steven, enjoy volunteering and coaching for the Special Olympics. You can also find her in the mountains (skiing or hiking); running; at the park with her sweet and spoiled dog, Reese; or reading a thrilling novel. Shelby's personal ethos is inspired by Wayne Gretzky: "You miss 100% of the shots you don't take."

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.”

Kousha leads Business and Corporate Development at Farther. His team manages the sourcing and evaluation of key organizations who partner with Farther and its wealth advisors.

Prior to Father, Kousha founded his own search fund company, Long Trail Leadership, with the goal of finding and running a small business in the tri-state area. Kousha successfully purchased and became CEO of Fail Safe Testing, a fire equipment testing company based in New Jersey in 2013. During Kousha’s tenure, the company became the largest fire equipment tester in the nation and was sold to a private equity firm in 2020.

Kousha’s previous experiences include roles in venture capital at Samsung USA and investment management at Lee Munder Capital Group. He is a graduate of Harvard College and MIT Sloan School of Management.

Kousha finds this quote to be a helpful reminder that anything can happen in the future: “I think there is a world market for maybe five computers.” - Thomas Watson (1874-1956), Chairman of IBM, 1943.

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.”