John R. Farrell, CFA

John Farrell is a Research Analyst at Cary Street Partners who specializes in comprehensive fund research and investment selection, covering both liquid and illiquid opportunities. He was awarded the Chartered Financial Analyst^® (CFA^®) designation in May 2025. He conducts rigorous quantitative and qualitative analysis to identify promising investments and collaborates closely with financial advisors to develop customized solutions tailored to individual client needs. John’s experience in fund research and due diligence, combined with his ability to synthesize complex market data, makes him a valuable asset in supporting Cary Street Partners’ commitment to delivering exceptional value to its clients.

Experience:

• Cary Street Partners, Wealth Management Intern

Education/Certifications:

• Bates College, Bachelor of Arts, Economics
• Chartered Financial Analyst^® designation