Head Of Family Office, Private Capital, And Fixed-Income
Current
Jan 2021 - Present
AeroLeads people directory · profile
Steve Farrell Email & Phone Number
Head of Family Office, Private Capital and Fixed-Income
at
Summit Global Investments
1 work email found
@summitglobalinvestments.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Family Office, Private Capital and Fixed-Income
Location
Boise Metropolitan Area, United States, United States
Who is Steve Farrell? Overview
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Quick answer
Steve Farrell is listed as Head of Family Office, Private Capital and Fixed-Income at Summit Global Investments, based in Boise Metropolitan Area, United States, United States. AeroLeads shows a work email signal at summitglobalinvestments.com and a matched LinkedIn profile for Steve Farrell.
Steve Farrell previously worked as Head of Family Office, Private Capital, and Fixed-Income at Summit Global Investments and Board of Trustees at Operation Kids Foundation. Steve Farrell holds Mba, Finance from Harvard Business School.
Company email context
Email format at Summit Global Investments
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{first}.{last}@summitglobalinvestments.com
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Profile bio
About Steve Farrell
30 years of seasoned financial experience in investment management, financial analysis, modeling, asset allocation, estate, tax, philanthropic and wealth transfer planning. Proven leadership in strategy, marketing and operations. Consistent bottom-line results driven leadership.Both Individuals and institutions have been migrating to independent advisers. These individuals are seeking greater control, transparency, pricing leverage, access (global access vs. being limited to one firm's products and services) and trust (eliminating conflicts of interest). Specialties: • Strategic Planning and Implementation• Management and Business Development• Operations• Investment Management• Alternative Investments: Hedge funds, VC, P/E, LBO, Debt, Real Estate• Traditional Asset Management: Equity, Fixed-Income, Block trading, Options, Derivatives• Business Transitioning• Tax-efficient Diversification • Long range Estate, Philanthropic and Wealth transfer planning
Listed skills include Private Equity, Investments, Strategy, Equities, and 43 others.
Current workplace
Steve Farrell's current company
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9 roles · 39 years
Steve Farrell work experience
A career timeline built from the work history available for this profile.
Board Of Trustees
Operation Kids is a full-service charitable partner dedicated to effective giving. Operation Kids helps benefactors manage giving and supports a researched community of charities serving the most important issues facing kids--including their education, health, safety and well-being. By doing so, Operation Kids improves the lives of children and increases.
Feb 2006 - Sep 2024
Founder, Managing Partner
Founder and Managing Partner of Presidium Partners, a high end wealth management practice working with individuals, families, foundations and institutions in every facet of wealth management. Successfully sold practice to Summit Global Investments, a nationally recognized wealth and risk management practice.
Aug 2007 - Jan 2021
President & Chief Executive Officer
Alpine Capital Management
Responsible for every facet of the firm's strategic vision including business development, marketing, operations, compliance, personnel development and investment management. Achieved CAGR of 120% per year.
Aug 2004 - Aug 2007
Vice President
Donaldson Lufkin & Jenerette/Credit Suisse First Boston
Directed the growth and development of a private client services team overseeing $1 billion in equity, private equity, hedge funds, leverage buy out funds, fixed-income and derivative assets.
1997 - 2004
~7 yrs
Assistant Vice President
Montgomery Securities
Built a high net-worth practice managing $300 million in equity and fixed-income assets for individuals and corporations.
1994 - 1997
~3 yrs
Associate
Led team effort in determining new revenue initiatives for a bank's foreign exchange trading operation.
Jun 1993 - Aug 1993
Assistant Vice President
The Industrial Bank Of Japan
Led project team responsible for the evaluation and replacement of the bank's custody and trust system. Established a specialized business line servicing 170 Japanese and US investment managment clients. Principle liason between the Japan and US Trust divisions.
1991 - 1992
~1 yr
Assistant Treasurer
Launched a new business line, Mututal Funds Custody. Directed its growth from $600 million to $3 billion in assets. Managed two operations, a staff of 12 and serviced an additional 400 international custody accounts.
1987 - 1991
~4 yrs
3 education records
Steve Farrell education
Mba, Finance
Harvard Business School
Ba, Economics
Brigham Young University
On-Line Adjunct Professor
Brigham Young University - Idaho
FAQ
Frequently asked questions about Steve Farrell
Quick answers generated from the profile data available on this page.
What company does Steve Farrell work for?
Steve Farrell works for Summit Global Investments.
What is Steve Farrell's role at Summit Global Investments?
Steve Farrell is listed as Head of Family Office, Private Capital and Fixed-Income at Summit Global Investments.
What is Steve Farrell's email address?
AeroLeads has found 1 work email signal at @summitglobalinvestments.com for Steve Farrell at Summit Global Investments.
Where is Steve Farrell based?
Steve Farrell is based in Boise Metropolitan Area, United States, United States while working with Summit Global Investments.
What companies has Steve Farrell worked for?
Steve Farrell has worked for Summit Global Investments, Operation Kids Foundation, Presidium Partners, Alpine Capital Management, and Donaldson Lufkin & Jenerette/Credit Suisse First Boston.
How can I contact Steve Farrell?
You can use AeroLeads to view verified contact signals for Steve Farrell at Summit Global Investments, including work email, phone, and LinkedIn data when available.
What schools did Steve Farrell attend?
Steve Farrell holds Mba, Finance from Harvard Business School.
What skills is Steve Farrell known for?
Steve Farrell is listed with skills including Private Equity, Investments, Strategy, Equities, Strategic Planning, Financial Analysis, Wealth Management, and Portfolio Management.
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