John R. Farrell

As a Research Analyst at Cary Street Partners and CFA Level III Candidate, John specializes in comprehensive fund research and investment selection, with a focus on both liquid and illiquid opportunities. He conducts rigorous quantitative and qualitative analysis to identify promising investments, collaborating 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:

• Bates College, Bachelor of Arts, Economics