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)
2010
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 2 emails on RocketReach.
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