Kane Thompson

SVP Wealth Advisor
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Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Equity Compensation
Retirement Planning

Qualifications & Experience

  • BS in Psychology/Communications, James Madison University
  • 20 years of award-winning Wall Street private wealth management experience at Merrill Lynch and UBS
Boston, MA

Media

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Words to Live By

Live a good life. In the end, it’s not the years in a life, it’s the life in the years.
Abraham Lincoln

Client Experience Professionals

Team Members

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About

Kane began his Wall Street wealth management career at Merrill Lynch in one of the equity market’s most tumultuous years on record – and since 2003, he has successfully helped clients manage their wealth throughout changing market environments. Kane attributes much of his success to the fact that he has always been fascinated with Behavioral Finance, and he genuinely enjoys educating his clients and their families to AH HA moments!

Rather than retiring after an award-winning, 20-year career as SVP at UBS,  Kane decided to join forces with like-minded entrepreneurs at Farther. Together, they are leading the industry forward. Now independent of Wall Street complacency and corporate product bias, Kane feels he can more effectively serve his client’s best interests, using elegant technology coupled with personalized advice. His approach has a profound impact on client behavior: eliminating panic selling in turbulent markets (by ensuring immediate cash flow) and efficiently planning for any legacy assets to be left behind.

Kane and his wife, Amanda, have 5 children – including their daughter, Mia, with severe special needs. Kane is a passionate wildlife preservation advocate and music lover. Outside of work, you will find him practicing guitar and voice at Berklee or spending time with family (and his loyal bird dog, Po).