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