Our Team
Kenneth R. Boyd III, AIF®
Founder & Managing Partner
- BSBA in Finance from Ohio Northern University
- Accredited Investment Fiduciary
- Over 20 year of high-net-worth client experience
- Held senior-level positions at Merrill Lynch, Morgan Stanley, and Wells Fargo
- Lives in Cleveland, Ohio
- Avid Cleveland Sports Fan
- Married with four children
Christopher J. Dorrance, MBA, AIF®, CRPC®
Partner, Lead Investment Analyst & Portfolio Allocation Manager
- BA in Finance from the Farmer School of Business at Miami University
- MBA from John Carroll University
- Accredited Investment Fiduciary
- Chartered Retirement Planning Counselor
- Over 15 years experience with advanced study on Asset Allocation & Institutional Risk Management
- Held investment management positions at Morgan Stanley and Wells Fargo
- Lives in the Cleveland, Ohio with his family
Kevin E. Kelly, AIF®
Partner & Private Wealth Liaison
- BA from The Ohio State University
- Accredited Investment Fiduciary
- Over 20 years experience in investment management at Morgan Stanley and Trustmark National Bank
- Lives in Miramar Beach, Florida with his wife and children