We started Farther to solve the problem that, while there are more financial products and tools available than ever before, no solution delivers both a beautiful well designed technology experience and a solution to handle the complex and multi-faceted nature of significant wealth. We spent over a decade in high finance learning what was great in the old industry - the discipline and commitment to excellence that many institutions carry, but also what’s holding them back from delivering - bolted together technology, structurally flawed incentive structures, slow change management. We see a better future for clients and the people who serve them. We are building a new kind of financial institution - one where expert advisors and advanced technology seamlessly collaborate to deliver a client experience which far exceeds that which either can deliver alone. We hope that you will join us in our mission and together we can all go a little bit farther.
Taylor is the CEO and Founder of Farther. Prior to founding Farther, Taylor was part of the leadership team at ForUsAll, a fintech retirement advisory firm, where he helped build the company from $25 million in assets under management to just under $1 billion in his two years as a member of their leadership team. He 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. Taylor graduated MIT Sloan with an MBA and Yale with degrees in philosophy and political science. He lives in San Francisco with his wife, two daughters, and a very excitable dog.
Brad is the Chief Technology Officer and Founder at Farther where he sets the vision for using technology to deliver an elite wealth experience for clients. Prior to founding Farther, Brad was at Goldman Sachs in NY where he founded and led an AI team dedicated to Private Wealth and was an advisor on a team which managed >$1BN in assets for clients. Brad graduated from MIT with both an SM in Mechanical Engineering and an MBA. He is also a graduate of the United States Military Academy at West Point. Brad is a two-time Iraq war combat vet and was awarded two bronze stars. Brad heads our NY Office and lives in New Jersey with his wife and three kids.
Chris has spent his entire career in the financial services industry. Blending his big bank experience with developing smaller intimate Registered Investment Advisors he is a core member of our crew driving a strategy that delivers the power of technology and human empathy to the investment process empowering clients to live the life they envision. When he is not skiing, camping, or teasing his kids he is motivated by cultivating loyal, cross-functional teams, scaling technology platforms, and instilling a shared culture supporting the delivery of a powerful and effective client experience. He is a Trusted Thought Partner | Innovative Risk and Compliance Executive | Culture Evangelist
Uri Braun leads our engineering efforts with a focus on helping clients gain visibility and control over their future. Prior to joining Farther, Uri worked at Oracle Cloud Infrastructure. He has also worked at EMC, IBM, and Mitre. After completing his PhD at Harvard, Uri founded and led SybilSecurity to continue his work developing a new approach to enable safe sharing of sensitive data. Uri holds multiple patents on data security and privacy.
Shelby is Head of Client Experience at Farther. She holds the Certified Financial Planner (CFP) certification and lives in Salt Lake City, Utah with her husband, Steven, and their sweet and spoiled dog, Reese. Shelby earned her undergraduate degree from The University of New Mexico with a concentration in Accounting and a minor in Economics. Prior to joining Farther, Shelby worked for many years in Private Wealth Management at Goldman Sachs. Outside of work, Shelby and her husband are very active in volunteering and coaching for the Special Olympics. You can also find Shelby in the mountains skiing or hiking, depending on the season, running, at the dog park, or relaxing and reading a thrilling novel. Shelby’s favorite quote is "You miss 100% of the shots you don't take." -Wayne Gretzky
Laura Thompson leads our marketing efforts with a focus on helping clients build wealth while creating a life they love. Prior to joining Farther, Laura was an early product lead at GoogleX where she worked on science fiction-sounding technologies like self-driving cars and delivery drones. Laura has a BA from Brown University and is currently pursuing her Certified Financial Planner (CFP) certification after leading personal finance workshops for young professionals for more than 10 years. Laura splits her time between San Francisco and Puerto Rico, and is an active angel investor and an enthusiastic but thoroughly mediocre surfer.
Ryan Koenig is the Director of Business Operations at Farther. He lives in Denver, CO with his wife and two dogs, Luna and Malcom. Ryan earned his undergraduate degree from Buffalo State College and his MBA from Colorado State University and has over 13 years of experience in the wealth management and financial services industry. With a focus on young professional couples and families, Ryan believes the financial services industry as a whole often makes investing and wealth planning more complicated than it needs to be. He firmly believes that working with a financial advisor is beneficial at any age – whether you’re just getting started on your career, retired, or somewhere in between. Ryan is passionate about helping his clients make the next right decision with their money. When not helping clients build wealth, you can find him golfing, skiing, and spoiling his dogs. Ryan’s favorite quote is “If you tell the truth, you don’t have to remember anything” -Mark Twain.
Daniel is Managing Director of Advisor Strategy at Farther Finance. He has spent over 13 years in financial planning and holds the CERTIFIED FINANCIAL PLANNER (TM) Professional and Chartered Retirement Planning Counselor® designations. Prior to joining Farther, Daniel worked at Wells Fargo, Merrill Lynch and AOL. Daniel holds a Bachelor of Science in Business and Computational Sciences and is a doctoral candidate at the University of South Florida where he is researching wealth transfer, business succession and the future of wealth management. He is an active volunteer and is currently a United Way Stein Fellow and President of the Economic Roundtable of Jacksonville. Daniel is also passionate about the outdoors and summited Mt. Rainier to raise money for Tiny Hope Children’s Home in Jamaica. Daniel, his wife Carol, and their 2 kids Kennedy Grace and Wilder James, live in Atlantic Beach, Florida.
Roy Satterthwaite is the Senior Vice President and Principal Advisor at Farther. He has an MBA from the Columbia University Graduate School of Business. In addition, Roy also earned a Certificate of Finance Planning from the University of California Berkeley and is a registered FINRA advisor. Roy started his career working for his father who was one of the nation’s first Certified Financial Planners. He went on to have a successful career in finance, research, and technology industries, including holding several senior operating officer roles at both public and private companies. Roy is an avid skier and a lifetime but significantly above-par golfer. He has been married for over thirty years and has three children. With over 35 years of investing experience, Roy is now here at Farther to provide game-changing financial planning and investment advice to our clients. Roy’s favorite quote is “Everybody has a plan until they are punched in the face” by heavyweight boxer Mike Tyson.
Bryan D’Alessandro is a SVP Financial Advisor at Farther. He is a Certified Financial Planner and lives in New York City with his wife Erica and two children, Christian, 3, and Rosalie, 1. Bryan earned his Bachelor’s Degree in Finance from St. John’s University and has over 16 years of experience in financial planning. Bryan shares the belief that financial planning is the key to financial freedom and that your goals should dictate your life, not your finances. He prides himself in being a fiduciary to his clients where he is able to be their partner in all of their financial choices. He relates his own personal experiences to that of his clients and does for them what he would do for himself. As someone who has a young family and newly retired parents and family members, he can empathize with his clients and truly understand their needs. When Bryan has downtime (although limited with toddlers), he is active in his church and volunteer efforts. He also enjoys the outdoors and you can find him going for a run or on a family walk. He is also an avid musician and plays the drums. Bryan’s favorite quote is: “ The desire for gold is not for gold. It is for the means of benefit and freedom.” by Ralph Waldo Emerson
Anthony Carlton is a VP Advisor and Certified Financial Planner at Farther. He lives in Chicago, not far from his hometown of Minneapolis, MN, and earned his bachelor’s degree at the College of St. Scholastica. Drawing from over a decade of experience in wealth management, fintech, and banking -- he helps clients design a comprehensive plan that aligns with their financial goals. Outside of work, Anthony is active in the Chicago fitness community. He’s currently training for the 2021 Chicago marathon. On the weekends you’ll find him running, biking, or eating his way through the city’s countless neighborhoods with friends.
Robert is a Vice President Financial Advisor at Farther. Over the past 10 years, Robert has provided comprehensive financial planning and investment management solutions to high-net-worth individuals, families, and businesses. He is dedicated to helping his clients achieve their financial goals by providing investment portfolio analysis, retirement planning, tax management, insurance needs, and estate planning services. Prior to Farther, Robert advised clients at J.P. Morgan and Merrill Lynch.
John is a Senior Vice President Wealth Advisor at Farther and has more than 10 years of experience in the wealth management industry assisting high networth clients in all aspects of asset management. He has a history of demonstrating a deep understanding of financial markets and diverse business environments while exhibiting sound judgement and the highest level of integrity. Prior to joining the Farther team he worked for J.P. Morgan, Wells Fargo Advisors, and Smith Barney. He received his BA from California State University, Long Beach. John currently lives in Savannah, GA and some of his interests include investing, fitness, and travel. One of his favorite quotes by Charlie Munger is “Spend each day trying to be a little wiser than you were when you woke up.
Phillip provides customized wealth strategy and integrated asset management to a select group of individuals, families, and organizations, assisting them in addressing their goals and priorities as efficiently as possible. Steadfastly committed to client success, Phillip is highly skilled in assisting clients to effectively implement the opportunities and resources at their disposal - utilizing a multi-disciplinary approach that encompasses investment management, retirement planning, estate planning services, higher education planning, cash flow analysis, and charitable giving. Leveraging the Farther platform and his professional experience, Phillip is proficient in allowing clients to make well-informed decisions about their lives and legacies. In addition to a B.A. in Banking & Finance, Phillip earned his M.S. in Financial Planning from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER™ professional. Phillip serves his community by volunteering with local organizations in the New York City metropolitan area and is an avid skier. Prior to Farther, Phillip was a Senior Financial Advisor at Merrill Lynch.
Alva is a VP Financial Advisor at Farther. She is a CERTIFIED FINANCIAL PLANNER™ professional and earned a Certificate in Financial Planning from NYU. Before joining Farther, Alva worked at Big 4 accounting firms PwC and Deloitte as a trusted tax advisor. She holds an Enrolled Agent status and has over 20 years of experience in individual income tax planning and compliance. Alva lives in lower Manhattan with her husband and their blue French bulldog named Yoda. On weekends, you might see the trio walking around the Financial District or dining at restaurants in the historic Seaport District area.
Marcel is a VP Wealth Advisor at Farther, providing innovative and holistic wealth management solutions to clients. Prior to joining the Farther team, he spent most of his career as an Investment Advisor at Goldman Sachs, advising entrepreneurs, public executives, and non-profit organizations. He started his career as a Financial Analyst at Blackrock. Marcel was born and raised in Germany. At the age of 19, he moved to the United States to attend Drexel University where he obtained a degree in Finance. In his spare time, Marcel enjoys traveling and exploring different cultures. So far, he has been to 26 different countries, and one of his new goals is to visit all 50 of the United States (40 so far).
Sean is a Vice President Wealth Advisor at Farther. As a Chartered Retirement Planning Counselor, he designs and manages financial strategies for achieving the goals of his clients. Moreover, Sean’s comprehensive approach to personal finance provides clarity in the midst of complexity, ultimately aiding in the decision-making process. Previously, Sean graduated from the United States Naval Academy before serving in the Marine Corps. Sean’s service included a deployment to Iraq in support of Operation Inherent Resolve, as well as a three-year assignment in Japan. Prior to joining Farther, Sean was an advisor at Merrill Lynch. He now lives in Rancho Cucamonga, CA, with his wife Kathryn, son Grant, and dog Midas. He’s passionate about the outdoors and proud to have finished three 100-mile trail races.
As a Vice President, Wealth Advisor at Farther Finance, Aaron is passionate about finding creative solutions to complex problems. Aaron employs tactical asset management strategies focused on risk mitigation and utilizes a CFO-style approach to managing the balance sheets and investment needs of high-net-worth individuals, families, and organizations. While well-versed in many different aspects of financial planning, Aaron specializes in leveraging vested equity to diversify holdings, planning for future education costs, partially/fully replacing income after retirement, and managing risk through structured portfolios. Aaron is a huge believer in the importance of financial education, strives to elevate those around him, and loves dancing with his wife. Prior to working at Farther, Aaron worked as a Financial Advisor at Merrill Lynch and Business Consultant at Wells Fargo.
Bob is a Senior VP Wealth Advisor at Farther and has more than 20 years of experience in the investment and wealth management industry. Using a family office approach, Bob works with affluent families to design plans that nurture and preserve their wealth. His key areas of focus are investment management, tax minimization strategies, estate planning, and risk control for corporate executives and entrepreneurs. Prior to joining the Farther team, Bob worked for Merrill Lynch, J.P. Morgan Private Bank, and independent RIAs. He received his BS from Boston College and is a CFA charter holder. Bob currently lives in Cranford, NJ with his wife Jessica and three children. He spends his free time volunteering for local non-profits, traveling with family, golfing, and coaching youth basketball.
Dennis Williams is a VP Wealth Advisor from sunny Seattle. Dennis is a husband (to his better half), a father to two hilarious boys, and a dedicated advisor. He has always been interested in making sense of money. After earning a Finance degree from Western, he became an advisor at Merrill Lynch to combine his love of finance and people. Dennis values partnership, trust, transparency, community and gratitude. He enjoys creating holistic and personalized financial strategies in partnership with busy professionals, families and business owners. One thing he knows for certain is that who you are today is not necessarily who you will be tomorrow. Life is dynamic and your financial plan should be, too
Pete works on product at Farther Finance. Previously, he worked in business integrity at Meta (Facebook) on the ads enforcement system across the family of apps creating scalable, complex solutions impacting billions of users daily. He has a BA & BPhil from the University of Pittsburgh Honors College and MPA from Columbia University.
Reed is a software engineer at Farther. He previously worked at the Tufts University Investment Office helping to invest the university’s ~$2 billion endowment. Reed graduated from Tufts University where he studied quantitative economics and computer science. He is a CFA charter holder and is currently pursuing a master’s degree in computer science from Georgia Tech.