Ann Farrall
SVP, Senior Portfolio Manager at Northern Trust
- Role
- SVP, Senior Portfolio Manager at Northern Trust
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Ann Farrall
I am passionate about investing for my clients to meet their unique and specific goals. With over 30 years of experience in the investment and financial services industries, I have particular expertise in advising ultra affluent clients with multi-generational and wealth transition concerns. My specialties include generation education, tax planning, business transition planning, and derivatives strategies.
Experience
SVP, Senior Portfolio Manager
Aug 2011 — Present · Cleveland/Akron, OH, US
Manage investment practice for Ohio office- Act as direct manager of 2 employees- Invest assets totaling $419 million for high net worth families- Act as primary investment manager for approximately 65 relationships- Actively advocate for Goals Driven Investment approach.
Education
University of Wisconsin-Madison
BA
1980 — 1984
Northwestern University - Kellogg School of Management
MBA
1987 — 1989
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