Roy Satterthwaite

SVP Client Management

Areas of expertise

Goal Alignment
Tax Strategies
Asset and Investment Allocation
Equity Compensation
Retirement Planning

Qualifications and experience

  • MBA from the Columbia University Graduate School of Business
  • Certificate of Finance Planning from the University of California Berkeley
  • Registered FINRA advisor

Media

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Words to live by

Everybody has a plan until they are punched in the face.
Mike Tyson

Client Experience Professionals

Team Members

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About

Roy began his career working for his father, who was one of the nation’s first Certified Financial Planners. He then went on to build a successful career in finance, research, and technology industries – including holding several senior operating officer roles at both public and private companies.

A registered FINRA advisor, Roy earned an MBA from the Columbia University Graduate School of Business and a Certificate of Finance Planning from the University of California Berkeley.

Roy is an avid skier and a lifetime (but significantly above-par) golfer. He has been married for over 30 years and has 3 children. With over 35 years of investing experience, Roy is at Farther to provide game-changing financial planning and investment advice to our clients.