Farther. Together.

Taylor leads Farther’s executive team and shapes the overarching strategy for the firm. Prior to founding Farther, Taylor was a member of the leadership team at ForUsAll, where he helped build the fintech retirement advisory firm from $25 million in assets under management to just under $1 billion in his two years there.

‍

Taylor 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. He graduated MIT Sloan with an MBA and Yale with degrees in philosophy and political science.

‍

Taylor lives in San Francisco with his wife, three children, and a very excitable dog. As Victor Hugo wrote, “There is nothing like a dream to create the future.”

Brad sets Farther's vision for using technology to deliver an elite wealth experience for clients. Prior to founding Farther, Brad worked at Goldman Sachs in New York where he founded and led an AI team dedicated to Private Wealth, and was an advisor on a team that managed over $1 billion in assets for clients.

‍

Brad received both an SM in Mechanical Engineering and an MBA from MIT. A graduate of the United States Military Academy at West Point, he is a two-time Iraq war combat veteran who was awarded two bronze stars.

‍

Brad leads our NY Office and lives in New Jersey with his wife and three children.

‍

As Nicola Yoon expressed, "The greatest risk is not taking one."

With over 14 years of executive-level experience in the financial industry, David brings extensive expertise to the CFO role at Farther. Prior to Farther, David served as a private equity investor at Goldman Sachs and was a public markets investor with Lakewood Capital Management and the Cypress Fund. 

‍

David has built and led finance and strategy teams for venture-backed fintech companies, Bluevine and Current. Now, in his capacity at Farther, David is actively contributing to advancements in the financial services sector by integrating Farther’s cutting-edge technology for wealth advisors.

‍

David holds an MBA from Harvard Business School and a BS from NYU. He resides in New York City with his wife and two sons.

‍

As Teddy Roosevelt’ said: “Keep your eyes on the stars, and your feet on the ground.”

As Global Head of Advisors, Thor leads the advisory team by bringing a client-first mindset and a personal approach to delivering an exceptional wealth management experience, for both clients and advisors.

‍

Based in Miami, Thor began his career in Goldman Sachs’ Private Wealth Management division, where he served as COO for the Florida and Latin America regions before becoming an advisor. As an advisor, he has worked closely with successful entrepreneurs, business owners, and professional investors and guided ultra-high-net-worth families through complex investment and planning decisions.

‍

Prior to entering the finance industry, Thor served for six years as a Special Operations Officer in the U.S. Navy, leading bomb disposal teams both in the U.S. and abroad. He holds a BS in History from the United States Naval Academy and an MBA from the University of Miami.

‍

As Hannibal from Carthage once said "If I cannot find a way, I shall make one."

Megan leads Farther's efforts in recruiting top-tier financial advisors and helping them achieve their optimal potential. With over 20 years of professional sales experience, she has spent 10 of those years focused on partnering with entrepreneurial-minded professionals and taking their careers to the next level.

‍

Megan was previously the Chief Sales Officer at a publicly-held, independent insurance franchisor where she was responsible for national franchise development, recruiting, and corporate sales performance. She brings deep expertise and a passion for consultative sales, talent acquisition, and leadership development.

‍

Megan draws inspiration from Carol S. Dweck’s Mindset: The New Psychology of Success: “We like to think of our champions and idols as superheroes who were born different from us. We don’t like to think of them as relatively ordinary people who made themselves extraordinary.”

Nick leads the People Team at Farther, encompassing talent, company culture, rewards and benefits, executive coaching, and performance management. Farther’s employees are our most important asset, and Nick’s team drives programs that directly impact employee happiness, efficiency, and productivity. 

‍

Nick's breadth of experience includes leadership roles at Google, Point72, and Amazon. He brings a consultative approach to building programs, teams, and functions to support high growth – with a strong focus on efficiency, consistency, and scale.

‍

Based in Upstate New York, Nick earned a BS in Business Administration from the University of Albany. He is supported in life by his wonderful wife, two daughters, and son; and he spends all of his free time exploring the wonders of a growing family. 

‍

Nick values his team and strives to inspire others, but never takes himself too seriously. Drawing inspiration from Ted Lasso, Nick always keeps the following top-of-mind: "Be curious, not judgmental."

Chris has spent his entire career in the financial services industry and brings a unique blend of big bank experience and expertise in developing smaller, more intimate registered investment advisors to Farther.

‍

When he is not skiing, camping, or teasing his kids: Chris is motivated by cultivating loyal, cross-functional teams; scaling technology platforms; and instilling a shared culture that is supporting the delivery of a powerful and effective client experience.

‍

Chris is a trusted thought partner, innovative risk and compliance executive, and culture evangelist.

‍

“We’re gonna need a bigger boat!”

Nick Panitsas brings over 25 years of experience in wealth management and financial technology to Farther. He has built and led multiple asset management businesses serving individuals, RIAs, family offices, and institutions — platforms that ultimately scaled to millions of accounts and more than $1 trillion in assets under management.

‍

Most recently, Nick spent nearly two decades with Fidelity Investments, where he developed the firm’s first SMA and UMA programs and later led the Tax-Managed Equity and Direct Indexing businesses. Earlier in his career, he served as Head of Tax-Managed Equity at Geode Capital Management, where he oversaw the creation of the Direct Indexing platform that would become a core part of Fidelity’s offering.

‍

At Farther, Nick is responsible for advancing our investment strategy and platform, ensuring advisors and clients alike have access to sophisticated, tax-efficient solutions designed to maximize long-term outcomes.

‍

Nick earned a BS in Mechanical Engineering from The Johns Hopkins University and an MBA from the MIT Sloan School of Management.

Cara leads the Advisor and Client Experience team at Farther, driving operations from initial onboarding and transitions through to ongoing service operations. Her goal is to build future-ready platforms by creating seamless internal processes and scalable infrastructure that allow advisors to focus on what they do best. By bridging technology with high-touch service, she ensures the firm delivers a premier experience while maximizing operational efficiency and consistency.

‍

With over two decades in wealth management and financial services at BlackRock, Franklin Templeton, and Laird Norton Wetherby, Cara brings a consultative approach to building functions that support high growth, whether she is directing complex post-merger integrations or implementing automated workflows to reduce operational risk.

‍

Cara earned an MBA from UC Berkeley’s Haas School of Business and a B.A. in Economics from Stanford University. She lives in the San Francisco Bay Area with her husband and two children, and she spends her free time reading, hiking, and skiing.

‍

Cara values a culture of adaptability and continuous improvement, always keeping the following top-of-mind: "Nothing is constant except change."

As the head of Business Operations, Kate drives strategic thinking and operational rigor across the company, solving Farther’s most complex problems, running key strategic projects, and building the infrastructure for massive growth. Kate’s work enables Farther to grow quickly while maintaining a high-quality experience for clients and advisors.

‍

Bringing high-net-worth wealth management experience from AllianceBernstein, Kate has partnered with financial advisors to manage $2.5 billion in AUM, with top-tier strategy expertise from Boston Consulting Group, where she led major initiatives focused on corporate strategy and organizational transformation for fintech and global financial institutions.

‍

Kate holds an MBA in Strategic Management from The Wharton School at the University of Pennsylvania and a B.S. in Business Administration from the University of Southern California; and lives in the Bay Area with her husband, their son, Wesley, and their dog.

‍

As Mario Andretti wrote, “If everything seems under control, you’re not going fast enough.

Olivia leads Farther’s end-to-end client service operations, managing the full lifecycle of advisor onboarding, client transitions, and ongoing service.

‍

She began her career at Westport Resources, a family-owned RIA and broker-dealer, where she developed a deep operational foundation and a client-centric approach that continues to shape her leadership style today. Olivia went on to hold key operational roles at United Capital and Goldman Sachs before serving as Director of Operations at Highline, where she architected the company’s go-to-market and client operations from the ground up, supporting its successful trajectory from seed stage to Series A.

‍

With a rare blend of traditional finance depth and startup agility, Olivia is committed to using technology, process excellence, and thoughtful leadership to deliver an industry-leading for both advisors and clients.