Steve Farrell
Co-Chief Investment Officer at Summit Global Investments- Claim this Profile
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Bio
Connie O'Connell, MBA
Steve arrived at IBJ with excellent managerial skills and quickly demonstrated a keen cultural sensitivity that soon earned him the respect of his Japanese managers. He thrived in the multi-cultural business environment, deftly managing extremely demanding expectations while continuing to produce outstanding results. When he left to attend Harvard Business School, he was truly missed by all that had the pleasure to work with him.
Connie O'Connell, MBA
I was extremely fortunate to have had Steve work for me at Bankers' Trust. Steve stood out among his peers and impressed me with his sharp intellect, his extraordinary dedication and work ethic, and his honesty and integrity. He was quick to identify opportunities, follow up with well-thought out action plans and execute thoroughly. A natural leader, Steve possessed an engaging personality, a good sense of humor, and a positive attitude which inspired his direct reports to achieve superior results. He was a pleasure to work with and I would highly recommend him as a consummate professional.
Rick B. Larsen
I had the pleasure of working with Steve for nearly ten years. As a governing board member, Steve was responsible for navigating our organization through some very challenging market conditions. As a result of his expertise and sense of fiduciary responsibility, Steve was solely responsible for preserving and even growing the charity's endowment fund, during a period when losses were exceeding 30%. Steve embodies commitment, competency and accountability. His passion for excelling not only in the services he offers, but also in the relationships he forms, is a rare commodity. I recommend Steve in a way that is reserved for a precious few.
Connie O'Connell, MBA
Steve arrived at IBJ with excellent managerial skills and quickly demonstrated a keen cultural sensitivity that soon earned him the respect of his Japanese managers. He thrived in the multi-cultural business environment, deftly managing extremely demanding expectations while continuing to produce outstanding results. When he left to attend Harvard Business School, he was truly missed by all that had the pleasure to work with him.
Connie O'Connell, MBA
I was extremely fortunate to have had Steve work for me at Bankers' Trust. Steve stood out among his peers and impressed me with his sharp intellect, his extraordinary dedication and work ethic, and his honesty and integrity. He was quick to identify opportunities, follow up with well-thought out action plans and execute thoroughly. A natural leader, Steve possessed an engaging personality, a good sense of humor, and a positive attitude which inspired his direct reports to achieve superior results. He was a pleasure to work with and I would highly recommend him as a consummate professional.
Rick B. Larsen
I had the pleasure of working with Steve for nearly ten years. As a governing board member, Steve was responsible for navigating our organization through some very challenging market conditions. As a result of his expertise and sense of fiduciary responsibility, Steve was solely responsible for preserving and even growing the charity's endowment fund, during a period when losses were exceeding 30%. Steve embodies commitment, competency and accountability. His passion for excelling not only in the services he offers, but also in the relationships he forms, is a rare commodity. I recommend Steve in a way that is reserved for a precious few.
Connie O'Connell, MBA
Steve arrived at IBJ with excellent managerial skills and quickly demonstrated a keen cultural sensitivity that soon earned him the respect of his Japanese managers. He thrived in the multi-cultural business environment, deftly managing extremely demanding expectations while continuing to produce outstanding results. When he left to attend Harvard Business School, he was truly missed by all that had the pleasure to work with him.
Connie O'Connell, MBA
I was extremely fortunate to have had Steve work for me at Bankers' Trust. Steve stood out among his peers and impressed me with his sharp intellect, his extraordinary dedication and work ethic, and his honesty and integrity. He was quick to identify opportunities, follow up with well-thought out action plans and execute thoroughly. A natural leader, Steve possessed an engaging personality, a good sense of humor, and a positive attitude which inspired his direct reports to achieve superior results. He was a pleasure to work with and I would highly recommend him as a consummate professional.
Rick B. Larsen
I had the pleasure of working with Steve for nearly ten years. As a governing board member, Steve was responsible for navigating our organization through some very challenging market conditions. As a result of his expertise and sense of fiduciary responsibility, Steve was solely responsible for preserving and even growing the charity's endowment fund, during a period when losses were exceeding 30%. Steve embodies commitment, competency and accountability. His passion for excelling not only in the services he offers, but also in the relationships he forms, is a rare commodity. I recommend Steve in a way that is reserved for a precious few.
Connie O'Connell, MBA
Steve arrived at IBJ with excellent managerial skills and quickly demonstrated a keen cultural sensitivity that soon earned him the respect of his Japanese managers. He thrived in the multi-cultural business environment, deftly managing extremely demanding expectations while continuing to produce outstanding results. When he left to attend Harvard Business School, he was truly missed by all that had the pleasure to work with him.
Connie O'Connell, MBA
I was extremely fortunate to have had Steve work for me at Bankers' Trust. Steve stood out among his peers and impressed me with his sharp intellect, his extraordinary dedication and work ethic, and his honesty and integrity. He was quick to identify opportunities, follow up with well-thought out action plans and execute thoroughly. A natural leader, Steve possessed an engaging personality, a good sense of humor, and a positive attitude which inspired his direct reports to achieve superior results. He was a pleasure to work with and I would highly recommend him as a consummate professional.
Rick B. Larsen
I had the pleasure of working with Steve for nearly ten years. As a governing board member, Steve was responsible for navigating our organization through some very challenging market conditions. As a result of his expertise and sense of fiduciary responsibility, Steve was solely responsible for preserving and even growing the charity's endowment fund, during a period when losses were exceeding 30%. Steve embodies commitment, competency and accountability. His passion for excelling not only in the services he offers, but also in the relationships he forms, is a rare commodity. I recommend Steve in a way that is reserved for a precious few.
Experience
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Summit Global Investments
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United States
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Financial Services
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1 - 100 Employee
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Co-Chief Investment Officer
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Jan 2021 - Present
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Operation Kids Foundation
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United States
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Non-profit Organizations
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Board of Trustees
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Feb 2006 - Present
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. 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
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United States
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Investment Management
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Founder, Managing Partner
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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. 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
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San Francisco Bay Area
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President & Chief Executive Officer
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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. 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.
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Donaldson Lufkin & Jenerette/Credit Suisse First Boston
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San Francisco Bay Area
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Vice President
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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. 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.
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Montgomery Securities
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San Francisco Bay Area
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Assistant Vice President
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1994 - 1997
Built a high net-worth practice managing $300 million in equity and fixed-income assets for individuals and corporations. Built a high net-worth practice managing $300 million in equity and fixed-income assets for individuals and corporations.
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Booz Allen Hamilton
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Associate
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Jun 1993 - Aug 1993
Led team effort in determining new revenue initiatives for a bank's foreign exchange trading operation. 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
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Greater New York City Area
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Assistant Vice President
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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. 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.
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Bankers Trust
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United States
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Financial Services
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400 - 500 Employee
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Assistant Treasurer
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1987 - 1991
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. 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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Education
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1992 - 1994
Harvard Business School
MBA, Finance -
1982 - 1987
Brigham Young University
BA, Economics -
2010 -
Brigham Young University - Idaho
On-line Adjunct Professor
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