Thoroughbred Advisors Employee Directory

Financial ServicesNew York, United States51-200 Employees

Thoroughbred Advisors is a financial services firm based in Latham, New York, founded by Conor Boyd, a former financial advisor and managing director at Northwestern Mutual. The company delivers comprehensive financial planning services backed by a collaborative network of professionals, including CPAs, attorneys, pension administrators, actuaries, and insurance underwriters, to support clients through a consistent planning process. This approach aims to help clients align products, plans, and professional guidance toward financial security and prosperity, guiding them through stages described as entering the starting gate, hitting their stride, and coming down the home stretch. The firm operates within the financial services industry and emphasizes a client-focused planning experience, leveraging its practitioner network to address complex planning needs for individuals and families. A recent development noted is a partnership with C2 Design Group to create a welcoming environment for both advisors and clients in its post-pandemic vision. Thoroughbred Advisors is independently affiliated with Equity Services, Inc., which provides securities and investment advisory services.

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