Roy Satterthwaite — Managing Director · Farther

Roy Satterthwaite — Managing Director · Farther · San Francisco Bay Area.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

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About

Roy Satterthwaite is a Managing Director at Farther, where he provides financial planning and investment advice. Farther says he has more than 35 years of investing experience and has worked across finance, research, and technology, including senior operating-officer roles at public and private companies. He is a registered FINRA advisor. His published qualifications include an MBA from Columbia University Graduate School of Business and a Certificate of Financial Planning from the University of California, Berkeley.

Experience

Managing DirectorCurrent
Farther · California, United States
Feb 2020 – Present
The technology industry professionals I meet don't want a retirement plan for their golden years yet, Working in the tech industry is a contact sport. They want to optimize now and retire early! Your future prosperity doesn’t live in a tidy 60/40 portfolio. Today's portfolios require taking on diversified risk with growth stocks as well as investments in the private markets (private equity, infrastructure and credit). Then there is your portfolio tied to your paycheck. It lives in stock options and often concentrated positions in your own company. You’ve got vesting schedules, AMT landmines, blackout windows, and a tax bill that always seems one decision away from exploding. But the advice you hear from most advisors sounds like it was written for your parents. “Just diversify into a basic index portfolio and call it a day.” Yea . . . that might work fine . . . for a 70-year-old retiree! That’s where my team & I comes in. I’m a Managing Director at Farther and I’ve spent years helping tech professionals invest wisely while untangling complex stock options and concentrated positions. I also sit on the investment committee for a major venture firm & I’m an early investor pre-IPO technology companies. So I’m not guessing at what your world is like. I’m operating inside it. Here’s what we build together: - A baseline financial model, of your wealth today & projected into the future - A clear framework for your ISOs, NSOs, and RSUs—what to hold, what to sell, and when. - A plan to de-risk any concentrated positions without walking away from your upside. - A barbell approach to investing: plain-vanilla core holdings paired with a carefully sized “AI/innovation sleeve” that keeps things exciting - without letting it run your life. - A path to making work "optional" that’s written in numbers, not wishful thinking. If that sounds like the kind of conversation you’ve been missing, let’s fix that. Feel free to connect with me and let’s have a conversation.