Roy is the Founder of the firm. He dedicates his time to thought leadership and coaching our team members.
Roy graduated from Yale University with a B.A. and an M.S. He practiced as a fee-only financial advisor from 1984 – 2023.
Roy has served for many years on the Board of Trustees of Brewster Academy, a private secondary school located in the heart of Wolfeboro, NH. He is currently serving as the Chairman of the Board and a member of the Investment Committee and Governance Committee. He is also a member of the Board of Managers of BA International, LLC which manages Brewster Academy’s global education enterprise, and Chairman of Brewster Academy Spain, S.L. Roy serves as a Trustee of the Wolfeboro Area Children’s Center in Wolfeboro, NH, is a member of the Board of Directors of Big Brothers Big Sisters of New Hampshire, City Year New Hampshire, and the Wolfeboro Area Recreation Association. He also serves as a member of the Investment Committee of the Wright Museum of World War II.
Roy is an enthusiastic sailor, skier, and mountaineer. He has participated in several first ski descents of mountains above the Arctic Circle and has hiked, skied, and climbed extensively in the western US and Canada. He and his wife Sandy have two children and live in Wolfeboro, NH.