Chris Roy Email & Phone Number
Senior Vice-President, Wealth Advisor @ Farther Finance
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Chris Roy Location
- Boston, MA, US
Chris Roy Work
- Senior Vice-President, Wealth Advisor @ (September 2026 - Present)
- Partner, Relationship Manager @ (January 2026 - September 2026)
- CEO and Founder - Acadiance LLC (incubated @ Roux) @ (April 2022 - July 2025)
- Senior Client Strategist - BNY Mellon Wealth Management @ (July 2019 - April 2022)
- Managing Director - Private Banking, Wealth, and Trust @ (February 2017 - June 2019)
Chris Roy Education
- Bowdoin College
AB (Political Science & Romance Languages)
1988-1992 - The Roxbury Latin School 1982-1987
- Dexter Southfield School 1978-1982
Chris Roy Skills
- Marketing
- Facebook Marketing
- Wealth Management
- Online Marketing
- Business Development
- Business Strategy
- Sales
- Advisory
- Account Management
- Linkedin Marketing
- HTML
- Investment Advisory
- CRM
- Alternative Investments
- Leadership
- Financial Advisory
- Separate Accounts
- Public Speaking
- Wealth Preservation Planning
- Sfo
- Wealth Management Services
- Portfolio Management
- Financial Modeling
- Capital Markets
- Foundation
- Investments
- Endowments
- Investment Committee Chair
- Institutional Investments
- Asset Allocation
- Strategic Planning
- Financial Services
- Multi Family Office
- Equities
- Family Office
- Global Investment Management
- Mutual Funds
- Equity Research
- Investment Strategies
- Real Estate
- P&L Management
- Asset Management
- FinTech
- Product Management
- Conference Speaking
- Endowment Funds
- Private Equity
- Management
- Product Development
- Foundations
- Trading
- Non Profit Boards
- Venture Capital
- Endowment
- RIA
- Securities
- Hedge Funds
- Private Placements
- On Camera Interviews
Chris Roy Summary
- Chris Roy, based in Boston, MA, US, is currently a Senior Vice-President, Wealth Advisor at Farther. Chris Roy brings experience from previous roles at PUREfi Wealth, ClimateTech Incubator at Northeastern University’s Roux Institute, BNY Mellon and Boston Private. Chris Roy holds a 1988 - 1992 AB in Political Science & Romance Languages @ Bowdoin College. With a robust skill set that includes Marketing, Facebook Marketing, Wealth Management, Online Marketing, Business Development and more. Chris Roy has 2 emails and 2 mobile phone numbers on RocketReach.
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