Steve Farrell

Steve Farrell Email and Phone Number

Head of Family Office, Private Capital and Fixed-Income @ Summit Global Investments
Steve Farrell's Location
Boise Metropolitan Area, United States, United States
Steve Farrell's Contact Details

Steve Farrell personal email

n/a
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

Steve Farrell's Current Company Details
Summit Global Investments

Summit Global Investments

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Head of Family Office, Private Capital and Fixed-Income
Steve Farrell Work Experience Details
  • Summit Global Investments
    Head Of Family Office, Private Capital, And Fixed-Income
    Summit Global Investments Jan 2021 - Present
    Bountiful, Utah, Us
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  • Operation Kids Foundation
    Board Of Trustees
    Operation Kids Foundation Feb 2006 - Sep 2024
    Salt Lake City, Ut, Us
    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 the accountability and effectiveness of charities serving them.
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  • Presidium Partners
    Founder, Managing Partner
    Presidium Partners Aug 2007 - Jan 2021
    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.
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  • Alpine Capital Management
    President & Chief Executive Officer
    Alpine Capital Management Aug 2004 - Aug 2007
    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.
  • Donaldson Lufkin & Jenerette/Credit Suisse First Boston
    Vice President
    Donaldson Lufkin & Jenerette/Credit Suisse First Boston 1997 - 2004
    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.
  • Montgomery Securities
    Assistant Vice President
    Montgomery Securities 1994 - 1997
    Built a high net-worth practice managing $300 million in equity and fixed-income assets for individuals and corporations.
  • Booz Allen & Hamilton
    Associate
    Booz Allen & Hamilton Jun 1993 - Aug 1993
    Mclean, Va, Us
    Led team effort in determining new revenue initiatives for a bank's foreign exchange trading operation.
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  • The Industrial Bank Of Japan
    Assistant Vice President
    The Industrial Bank Of Japan 1991 - 1992
    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.
  • Bankers Trust
    Assistant Treasurer
    Bankers Trust 1987 - 1991
    Des Moines, Iowa, Us
    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.
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Steve Farrell Skills

Private Equity Investments Strategy Equities Strategic Planning Financial Analysis Wealth Management Portfolio Management Finance Venture Capital Management Asset Management Hedge Funds Business Development Alternative Investments Emerging Markets Asset Allocation Public Speaking Due Diligence Start Ups Investment Management Corporate Development Financial Services Operations Management Fixed Income Strategic Financial Planning Mutual Funds Derivatives Valuation Options Wealth Management Services Financial Modeling Corporate Finance Securities Investment Strategies Financial Planning Capital Markets Trading Structured Products Investment Advisory Equity Research Funding Fund Of Funds Commodity Bloomberg Foundations Financial Markets

Steve Farrell Education Details

  • Harvard Business School
    Harvard Business School
    Finance
  • Brigham Young University
    Brigham Young University
    Economics
  • Brigham Young University - Idaho
    Brigham Young University - Idaho
    On-Line Adjunct Professor

Frequently Asked Questions about Steve Farrell

What company does Steve Farrell work for?

Steve Farrell works for Summit Global Investments

What is Steve Farrell's role at the current company?

Steve Farrell's current role is Head of Family Office, Private Capital and Fixed-Income.

What is Steve Farrell's email address?

Steve Farrell's email address is st****@****tal.net

What schools did Steve Farrell attend?

Steve Farrell attended Harvard Business School, Brigham Young University, Brigham Young University - Idaho.

What skills is Steve Farrell known for?

Steve Farrell has skills like Private Equity, Investments, Strategy, Equities, Strategic Planning, Financial Analysis, Wealth Management, Portfolio Management, Finance, Venture Capital, Management, Asset Management.

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