Author: Chris Roy
Chris Roy
Chris is a Partner & Relationship at PUREfi Wealth, a boutique independent wealth advisory firm headquartered in Boston. Chris has spent over three decades working across wealth and asset management advising families, institutional and professional investors, business owners, and technology entrepreneurs through market cycles, business successions, and generational transitions, in addition to financial services and fintech operating and entrepreneurial experience. Throughout his career with firms like BNY Mellon, Boston Private, and Acadian Asset Management, Chris has consistently focused on aligning advice, planning, and investment management with long-term goals and outcomes, grounded in a strong commitment to independence, accountability, and stewardship. A graduate of Bowdoin College, Chris remains engaged in education and community service supporting a range of nonprofit and youth organizations in the Boston area, including his tenure as Trustee and Chair, Investment Committee at Dexter Southfield School.
A friend married a world-class chef and was a little surprised when the mac & cheese rolled out at dinner time. After spending all day creating extraordinary food for other people, the last thing she wanted to do at home was cook another five-star meal. That’s the “cobbler’s children have no shoes” phenomenon: we can spend our professional lives doing something exceptionally well for others and neglect doing it for ourselves, for a host of reasons. In some ways, I’ve lived this paradox my entire life. I’ve been immersed in finance since 3rd grade. Growing up, the dinner-table conversation was…