Our Team

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