Our People

John Farrell has over 30 years of financial and wealth management services experience with major financial institutions such as John Hancock and Merrill Lynch. During this period, he has worked with clients in a consultative fashion to design and implement customized financial plans.

John holds an M.B.A. degree in Accounting from Pace University as well as numerous professional designations such as: Certified Investment Management Analysis designation (CIMA) from the Investment Management Consultants Association (IMCA) in conjunction with Wharton Business School of Business of Pennsylvania.