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Steve Farrell

Mr. Farrell began his career in 1987 working for Bankers Trust in New York where he launched a mutual funds custody unit and directed its growth from $600 million to $3 billion in assets. In addition he managed two operations in international custody and tax-exempt municipal bonds. Subsequently, Mr. Farrell joined the Industrial Bank of Japan where he established the Japan Trust Group and led the firm’s efforts in replacing their global custody and trust system. In 1994, after briefly consulting with the Financial Services Group of Booz Allen & Hamilton, he joined Montgomery Securities in San Francisco where he built a high net-worth business managing $300 million in equity and fixed-income assets for private individuals and institutions.

In 1997, Mr. Farrell moved to Donaldson, Lufkin & Jenrette where he was instrumental in building a high net-worth business overseeing $1 billion in assets. He also served as a senior partner of a private client services team for Credit Suisse First Boston when they acquired DLJ.

Mr. Farrell earned his Bachelor of Arts degree in economics cum laude and with University Honors from Brigham Young University and his Masters in Business Administration from The Harvard Business School.