Roy Satterthwaite

Principal Wealth Advisor

Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Equity Compensation
Retirement Planning

Qualifications & Experience

  • MBA, Columbia University Graduate School of Business
  • Certificate of Finance Planning, University of California Berkeley
  • Registered FINRA Advisor


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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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With over 35 years of investing experience, Roy is at Farther to provide game-changing financial planning and investment advice to our clients.

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.