John Farrall, Cfa

John Farrall, Cfa Email and Phone Number

Chief Investment Officer @ Farrall Wealth
Sarasota, FL, US
About John Farrall, Cfa

I am a derivatives strategist and a CFA charterholder with over 20 years of experience in creating and implementing structured solutions and derivatives overlays for diverse clients, ranging from high net worth individuals to endowments and institutions. My mission is to enhance the investor experience and portfolio performance through innovative financial engineering and risk management, leveraging my expertise in various asset classes, markets, and products.Most recently, I was the Senior Vice President and Director of the Derivatives Strategies Group at PNC Asset Management Group, one of the largest asset management groups based in the United States. My team of subject-matter experts supported the investment professionals in designing and executing tailored and asymmetric-return investments, using listed and flex options, structured notes, futures, commodities, and FX instruments. Previously, I held roles as a portfolio manager, a health care analyst, a hedge fund partner, and a CBOE trader, where I developed and applied my skills in equities, hedge funds, life sciences, and options trading. I hold an MBA from The Ohio State University and the CFA designation.

John Farrall, Cfa's Current Company Details
Farrall Wealth

Farrall Wealth

View
Chief Investment Officer
Sarasota, FL, US
Employees:
8
John Farrall, Cfa Work Experience Details
  • Farrall Wealth
    Chief Investment Officer
    Farrall Wealth
    Sarasota, Fl, Us
  • Pnc Asset Management Group
    Senior Vice President & Director, Derivatives Strategies Group
    Pnc Asset Management Group Jun 2002 - Jun 2023
    Sarasota, Florida, United States
    As a member of the PNC Derivatives Strategies Group, my responsibilities were the implementation and development of structured solutions across the PNC Private Bank, PNC Hawthorn, and PNC Institutional Asset Management Businesses. My team acts as subject-matter experts for listed and flex contracts, variable prepaid forwards and structured notes across equity, currency, commodity and rates asset classes. My derivatives experience dates back to 1997 in listed options with various hedge funds, LLC partnerships, and a brief experience trading on the floor of the CBOE. Since 2006, as a Director of the group, I have helped develop asymmetric, defined outcome capabilities (aka liquid alternative or smart beta proxies) across our platform for the benefit of our clients.We issued our first structured product in 2007. With over $4.3 billion notional issued across equity-linked, commodity-linked, and foreign currency-linked customized notes issued by twelve external counter parties, we rank as one of the most preeminent players in wealth management in the structured products arena.
  • The Private Client Group - National City Bank
    Health Care Analyst & Portfolio Manager
    The Private Client Group - National City Bank Mar 2000 - Jun 2009
    Member of the Private Client Group (PCG) Equity Research Group responsible for all Health Care recommendations for a $33 Billion high net worth individual investment management division. Co-portfolio managed several charitable and endowment funds and fund models that other smaller accounts followed. Track records both as an analyst and co-portfolio manager have long-term positive alpha. Multiple appearances on CNBC, Bloomberg television, Bloomberg radio, and other media across the footprint.
  • Rubicon & Monadnock, Llc
    Founding Partner
    Rubicon & Monadnock, Llc 1999 - Sep 2001
    Chicago, Il & New York City, Ny
    Option trading, overlay, and risk managementDeveloped derivatives trading strategies and algorithms for a hedge fund spun out of Duquesne Capital Management, LLC. Co-managed life-sciences portion of a fund focused in biotechnology and other “-ologies” (aka information and telecom). Trained traders and traded listed options for CBOE floor brokerage operations
  • Victory Capital Management
    Equity Analyst
    Victory Capital Management Oct 1993 - Dec 1999
    Covered Industrials, Oil Service, Home Products, and Natural Gas from 1993-1995. Covered Health Care Biotechnology, Pharmaceuticals, Medical Devices, Facilities, Services & Managed Care from 1995-1999. Responsible for stock recommendations to the Victory family of mutual funds.

John Farrall, Cfa Skills

Equities Portfolio Management Asset Management Hedge Funds Investments Derivatives Options Mutual Funds Wealth Management Investment Strategies Investment Management Bloomberg Equity Research Asset Allocation Series 7 Finance Securities Alternative Investments Options Strategies Capital Markets Financial Services Commodity Risk Management Structured Products Bonds Trading Investment Advisory Investment Banking Valuation Banking Fixed Income Asset Managment Institutional Investments Financial Markets Private Equity Hedging Series 63

John Farrall, Cfa Education Details

Frequently Asked Questions about John Farrall, Cfa

What company does John Farrall, Cfa work for?

John Farrall, Cfa works for Farrall Wealth

What is John Farrall, Cfa's role at the current company?

John Farrall, Cfa's current role is Chief Investment Officer.

What is John Farrall, Cfa's email address?

John Farrall, Cfa's email address is jo****@****pnc.com

What is John Farrall, Cfa's direct phone number?

John Farrall, Cfa's direct phone number is +121621*****

What schools did John Farrall, Cfa attend?

John Farrall, Cfa attended The Ohio State University - The Max M. Fisher College Of Business, University Of Michigan, Culver Academies.

What are some of John Farrall, Cfa's interests?

John Farrall, Cfa has interest in Sporting Clays, Children, Curling, Goal Setting And Management Effectiveness, Education, Chess, Science And Technology, Motivation And Leadership, Business Interests Include.

What skills is John Farrall, Cfa known for?

John Farrall, Cfa has skills like Equities, Portfolio Management, Asset Management, Hedge Funds, Investments, Derivatives, Options, Mutual Funds, Wealth Management, Investment Strategies, Investment Management, Bloomberg.

Who are John Farrall, Cfa's colleagues?

John Farrall, Cfa's colleagues are Joshua Kozel, Myron Oppenheimer, Rhett Skvarna, Brooklyn Brown.

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