Kellen Thayer

Founder & Principal Advisor

Kellen Thayer is a seasoned wealth advisor with deep institutional experience serving high-net-worth families, business owners, and executives navigating complex financial lives. His career spans Wall Street, private wealth management, and entrepreneurship, giving him a unique perspective on how capital is built, protected, and deployed over time.

Before founding his advisory practice, Kellen advised ultra high net worth families and institutions at Goldman Sachs, where he worked on a multi-advisor team managing more than $1.5 billion in client assets. In this role, he partnered closely with equity and fixed income specialists to design customized investment solutions across public markets and alternative strategies, including private equity, venture capital, and real estate.

Kellen later joined Raymond James, where he continued advising high net worth families and business owners, building comprehensive asset allocation models and delivering holistic investment solutions aligned with each client’s long term objectives.

Kellen holds an MBA in Finance from the University of Pittsburgh’s Katz Graduate School of Business and a Bachelor of Science in International Business from the College of Charleston, with additional academic experience in Paris. He began his career in New York City and now advises clients nationwide.

Today, Kellen works closely with high net worth clients seeking a thoughtful, relationship driven approach to wealth management combining institutional grade investment insight with proactive planning, clear communication, and long term partnership.