Steve Farrell Email & Phone Number
Head of Family Office, Private Capital, and Fixed-Income @ Summit Global Investments
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Steve Farrell Location
- Boise, ID, US
Steve Farrell Work
- 2021 - now Head of Family Office, Private Capital, and Fixed-Income @
- 2006 - 2024 Board of Trustees @
- 2007 - 2021 Founder, Managing Partner @ Presidium Partners
- 2004 - 2007 President and Chief Executive Officer @ Alpine Capital Management
- 1997 - now Vice President @ Donaldson Lufkin & Jenerette/Credit Suisse First Boston
- 1994 - now Assistant Vice President @ Montgomery Securities
- 1993 - 1993 Associate @
- 1991 - now Assistant Vice President @ The Industrial Bank of Japan
- 1987 - now Assistant Treasurer @
Steve Farrell Education
- Harvard Business School
MBA, Finance (Finance)
1992 - 1994 - Brigham Young University
BA, Economics (Economics)
1982 - 1987 - Brigham Young University - Idaho
On-line Adjunct Professor (On-line Adjunct Professor)
2010null
Steve Farrell Skills
- Equities, Fixed-Income, Alternative Investments
- Foundations
- Investments
- Asset Allocation
- Wealth Management
- Operations Management
- Strategic Planning
- Financial Analysis
- Private Equity
- Public Speaking
- Equities
- Fixed Income
- Due Diligence
- Strategic Financial Planning
- Hedge Funds
- Portfolio Management
- Start-ups
- Finance
- Asset Management
- Venture Capital
- Management
- Mutual Funds
- Investment Management
- Derivatives
- Strategy
- Alternative Investments
- Valuation
- Options
- Wealth Management Services
- Capital Markets
- Corporate Development
- Financial Markets
- Trading
- Emerging Markets
- Structured Products
- Financial Modeling
- Investment Advisory
- Equity Research
- Financial Services
- Business Development
- Funding
- Fund Of Funds
- Corporate Finance
- Commodity
- Bloomberg
- Securities
- Investment Strategies
- Financial Planning
- Customer Service
- Start Ups
- Project Management
- Change Management
- Design
- Business Strategy
- Leadership
Steve Farrell Summary
- Steve Farrell, based in Boise, ID, US, is currently a Head of Family Office, Private Capital, and Fixed-Income at Summit Global Investments. Steve Farrell brings experience from previous roles at Operation Kids Foundation, Presidium Partners, Alpine Capital Management and Donaldson Lufkin & Jenerette/Credit Suisse First Boston. Steve Farrell holds a 1992 - 1994 MBA, Finance in Finance @ Harvard Business School. With a robust skill set that includes Equities, Fixed-Income, Alternative Investments, Foundations, Investments, Asset Allocation, Wealth Management and more. Steve Farrell has 1 emails and 2 mobile phone numbers on RocketReach.
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Others Named Steve Farrell
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Steve Farrell
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Top Summit Global Investments Employees
Dave Harden
Founder, President
Salt Lake City, UT, US
Seth Griffin
Senior Product Manager
Charlotte, NC, US
Ron Rice
Head of Marketing
Kirkland, WA, US
Reed Meyer
Partner and Financial Advisor
Wheat Ridge, CO, US
Paul Ricp
Director of Insurance
Del Mar, CA, US
John Lore
General Counsel
Salt Lake City, UT, US
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