The Boyd Richard Group

Chicago, IL

Strive. Plan. Succeed. Strategies to grow, protect, and transfer your wealth.

The Boyd Richard Group

Chicago, IL

The Boyd Richard Group

Chicago, IL

The Boyd Richard Group

Chicago, IL

The Boyd Richard Group

Chicago, IL

"A collaborative approach allows us to design a highly customized financial solution best suited for you."

Process drives our philosophy. A collaborative approach allows us to design a highly customized financial solution best suited for you. We work in concert with you and your trusted advisors (Estate attorneys and Tax Specialists) to develop your specific plan. Investment analysis, portfolio construction and implementation are just the beginning. Regular reviews and communication augment your results as your financial world evolves.

How we work with clients
We incorporate innovative technology that allows us to impartially evaluate investment opportunity sets and provide high level reporting and transparency for our clients.

Recent Insight

Meet our Team

Thomas Boyd

Partner, Managing Director

Tom is a Partner, Managing Director and a Private Wealth Advisor at Snowden Lane Partners. He advises current and former professional athletes, corporate executives and business owners on a host of investment and planning matters. He augments his guidance by simplifying the investment experience, incorporating cost-efficiency with a performance based philosophy that may include alternative investments and structured products investments. Tom has also been instrumental in assisting companies navigate their retirement plans, including defined benefit, profit-sharing, and 401K strategies.

Tom provides experience-based perspective to business owners to assist in navigating liquidity events, having founded and sold two businesses to major companies. His interest in finance led him to the floor of the Chicago Board of Trade, where he successfully traded U.S. Treasury Futures. His observations gleaned from trading fixed income paved the way to becoming a resource for high-net-worth families. His background provides the framework to clients, offering streamlined, strategic advice they can rely on to manage their financial affairs.

Beginning his investment career at Chicago Corp (later sold to ABN AMRO.). Tom also serviced high net worth clients at William Blair and Credit Suisse, and J.P Morgan Securities.

Tom graduated from Chicago State University with a B.A. in Business. He grew up in the Beverly area of Chicago, where he and his wife, Holly, live with their three children, Jack, Grace, and Isabella. He is actively involved in the Blackhawk Alumni Association, an organization dedicated to providing scholarships to the most deserving high school hockey players in Illinois. HE is also a Western Golf Association lifetime member, a past President of the Beverly Country Club. In his free time, Tom enjoys playing golf as well as skating and hockey.

James Richard

Partner, Managing Director

Jim is a Partner, Managing Director and a Private Wealth Advisor at Snowden Lane partners. He works with successful entrepreneurs, business owners, professional athletes and ultra-high net worth families to assist them in achieving their financial goals.

Jim applies his analytical and quantitative skills to achieve those ends. Specifically, he develops equity, fixed income and multi-asset investment strategies. In addition, he applies an asset allocation framework for clients to appropriately manage their wealth. Incorporated in these models, he provides analysis on mutual funds, ETFs, Fund managers, Hedge Funds and Private Equity Offerings.

Certain clients require more detailed and specific analysis where Jim is able to provide solutions on concentrated stock positions, equity derivatives, and structured products.

Previously he has worked with Credit Suisse, Merrill Lynch, and Wells Fargo in their high net worth divisions.

Jim received an M.B.A. from The University of Chicago Booth School of Business, and a B.A from Harvard University.

Jim is an active supporter of The Foundation for Alzheimer’s Research, Parkinson’s Research, Orphans of the Storm, and the Red Cross. He resides in Northfield with his wife and three daughters. He is an avid golfer and hockey player.

Press

The Boyd Richard Group

151 N. Franklin St.
Suite 500
Chicago, Illinois 60606

(312) 872-7702