John Farrall
Chief Investment Officer
- Role
- Chief Investment Officer at Farrall Wealth
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About John Farrall
I am a CFA charter holder with over 25 years of experience in the high net worth and…
Experience
Chief Investment Officer
Jun 2024 — Present · South Tampa, FL, US
Responsible for leading the investment strategy and portfolio management to drive financial growth. Key responsibilities include overseeing all investment activities, managing and trading the investment portfolios and model guideline allocations, evaluating opportunities, managing risks, and collaborating with leadership and investment teams. The role aims to achieve long-term capital growth in alignment with organizational objectives and risk tolerance.* Develop and implement investment strategies consistent with client risk tolerance.* Manage client portfolios, including asset allocation, risk management, and performance reporting.* Analyze market trends and research to find investment opportunities and assess risks.* Lead and mentor the investment team and intern program.* Set and monitor investment policies and ensure compliance.* Present investment reports to the CEO, Board of Directors, and other stakeholders.* Maintain relationships with investors, fund managers, and financial institutions.* Oversee due diligence for potential investments.* Work with other teams to align investment strategies with business goals.* Stay informed on market trends, economic indicators, and regulatory changes.
Education
The Ohio State University Fisher College of Business
MBA, Finance - Investments
1991 — 1993
Culver Academies
HS, Cum Laude, Honors in English and Calculus
1983 — 1985
University of Michigan
BA, Psychology / Statistics
1985 — 1988
Skills
- Investment Management
- Financial Markets
- Trading
- Investment Banking
- Fixed Income
- Wealth Management
- Hedging
- Equity Research
- Derivatives
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Investments
- Options Strategies
- Investment Strategies
- Alternative Investments
- Private Equity
- Finance
- Investment Advisory
- Valuation
- Financial Services
- Bonds
- Structured Products
- Asset Management
- Equities
- Options
- Portfolio Management
- Hedge Funds
- Securities
- Institutional Investments
- Commodity
- Series 63
- Bloomberg
- Asset Managment
- Capital Markets
- Series 7
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.