Jim Farrell
Analyst-Equity at CIBC Private Wealth Advisors, Inc.
Profile
Mr. James L.
Farrell, CFA MBA, is a Managing Director at CIBC Private Wealth Advisors, Inc. He is also a Co-Manager of the Equity Strategies and a Senior Healthcare Analyst with over 15 years of industry experience.
Prior to joining Team Geneva Advisors, which became part of CIBC Private Wealth Management in 2017, he was an Analyst at Grosvenor Capital Management.
Previously, he was a Healthcare Analyst at Citadel Investment Group.
Mr. Farrell worked at Geneva as a Healthcare Analyst for three years prior to his time at Citadel.
Prior to that, he served as an Associate Portfolio Manager at Harris Trust.
He began his career as a Consultant at Arthur Andersen.
He received his undergraduate degree from the University of Notre Dame and an MBA from The University of Chicago Booth School of Business.
He holds the Chartered Financial Analyst designation.
Jim Farrell active positions
| Companies | Position | Start |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Analyst-Equity | 2016-12-31 |
Former positions of Jim Farrell
| Companies | Position | End |
|---|---|---|
Grosvenor Capital Management LP
 Grosvenor Capital Management LP Investment ManagersFinance Grosvenor Capital Management LP (GCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Michael Sacks in 1971 and is a subsidiary of Grosvenor Capital Management Holdings LLLP, itself a subsidiary of GCM Grosvenor, Inc. (NASDAQ: GCMG). GCM provides investment management and advisory services for private pooled investment vehicles, open- and closed-end registered investment companies, and institutional investors such as public or private pension plans or sovereign wealth funds. | Corporate Officer/Principal | - |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Citadel Enterprise Americas LLC
 Citadel Enterprise Americas LLC Investment ManagersFinance Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients. | Corporate Officer/Principal | 2009-12-31 |
Geneva Advisors LLC
 Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^ | Corporate Officer/Principal | 2007-12-31 |
| Harris Trust & Savings Bank | Corporate Officer/Principal | 2002-12-31 |
Training of Jim Farrell
| University of Notre Dame | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Geneva Advisors LLC
Geneva Advisors LLC Investment ManagersFinance Founded in 2003, Geneva Advisors LLC is an independent registered investment advisor located in Chicago, Illinois. The firm is 100% owned by Geneva Holding Company of Chicago LLC which is owned by Geneva employees. They generally provide investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, retirement accounts, corporations or other business entities and registered and unregistered mutual funds. ^ | Finance |
| Harris Trust & Savings Bank | Finance |
Citadel Enterprise Americas LLC
Citadel Enterprise Americas LLC Investment ManagersFinance Citadel Enterprise Americas LLC (Citadel Enterprise) is an independent hedge fund management firm headquartered in Miami, Florida. The firm was founded by Kenneth C. Griffin and Reade Griffith in 1990 and formerly known as Citadel LLC. Citadel Enterprise provides investment banking, institutional trading and fund administration services to many types of US and non-US domiciled clients. | Finance |
Grosvenor Capital Management LP
Grosvenor Capital Management LP Investment ManagersFinance Grosvenor Capital Management LP (GCM) is a SEC-registered investment advisor and hedge fund manager headquartered in Chicago, Illinois. The firm was founded by Michael Sacks in 1971 and is a subsidiary of Grosvenor Capital Management Holdings LLLP, itself a subsidiary of GCM Grosvenor, Inc. (NASDAQ: GCMG). GCM provides investment management and advisory services for private pooled investment vehicles, open- and closed-end registered investment companies, and institutional investors such as public or private pension plans or sovereign wealth funds. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
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