Roy has over thirty years’ experience serving the ultra-high-net-worth community. His most current position prior to forming Nichol Capital Advisors, LLC ( formerly dba, “Touchstone Advisors, LLC ) was that of Managing Director at Citi Private Bank. At Citi, he delivered tailored investment advice across asset classes, utilizing both proprietary and third-party managers. Additionally, Roy introduced options and resources for client needs such as family office organization, aircraft financing, capital markets hedging, fiduciary services, and master custody.
From mid-2003 until the end of 2018, Roy was a Managing Director at Greycourt & Co., an open architecture firm for families and foundations. Advising families across the country with investable assets ranging from $20MM to over $1Billion, Roy enjoyed in-depth multi-generational relationships with clients, providing strategic advice on overall investment direction, risk mitigation, and ensuring asset allocations were consistent with tax and estate-planning considerations. Before Greycourt, Roy had an eighteen-year career with JP Morgan Chase, working in commercial and corporate lending, personal trust, and with the last three as Managing Director at JP Morgan Private Bank.
Roy is a graduate of Baylor University with a Bachelor of Arts in Economics. He is also a Chartered Financial Analyst. Roy has been active in a number of professional and not-for-profit organizations, including Holocaust Museum Houston (past board chair), The Memorial Hermann Foundation, The Advisory Council for Junior League of Houston, the Houston Society of Financial Analysts, the Houston Chapter of American Diabetes Association, the Houston Estate & Financial Forum, Vestry at St. Martin’s Episcopal Church, and a member of Class XIII for Leadership Houston.
Roy and his wife of thirty-eight years, Laura, are residents of both Houston as well as a farm outside Nashville, Tennessee.