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Roy Kasten


Investment Specialist

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Roy Kasten


Investment Specialist

Roy started his career on the sales team at the consumer 3D printing company, MakerBot where his passion for technology was born. After a pivot into finance, Roy became a financial advisor at Merrill Lynch where he advised retail clients on investing in the public markets for wealth-building and retirement.

He enjoys going to concerts, being outdoors on the beach or on a hike, and reading books on entrepreneurship and technology. He also serves as the Director of Strategic Partnerships at the International Sports and Music Project, a nonprofit dedicated to uplifting children around the world facing hardship through sports and music.

Roy holds a FINRA series 7 and 66.

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