Ferrell Capital Management
Address: 3 Greenwich Office Park, 2, Greenwich, CT 06831 Hours: Open ⋅ Closes 5PM Thursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (203) 862-9500Category: : Place name: : Website: : : : : Website: http://www.ferrellcapital.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ferrell Capital Management Posting publicly on the Web Write a review Reviews Be the first to review
Ferrell Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ferrell Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ferrell Capital Management Employees
UBS Investment Bank September 2006 - Present
Ferrell Capital Management July 2005 - September 2006
Starwood Capital Group October 2004 - June 2005
Pequot Capital Management, Inc. October 2003 - July 2004
Smith Barney September 1999 - July 2003
Skills
Hedge Funds, Fixed Income, Investment Banking, Bonds, Equities, High Yield Bonds, Investment Grade Bonds, Forecasting, Budgets, Project Management, Financial Markets, Credit Derivatives, Investments, Dodd-Frank, Compliance, Global Business..., Structured Products, Derivatives, Securities, Trading, Bloomberg, Management, Capital Markets
Education
Boston University 1994 — 1998
Bachelor’s Degree
Darien High School
Ferrell Capital Management October 2014 - December 2014
Sageworks November 2013 - May 2014
Elon University September 2011 - December 2013
Elon University August 2011 - December 2013
Tunisie Télécom June 2011 - July 2011
Skills
Statistics, Microsoft Excel, Modern Portfolio Theory, Database Administration, Microsoft Office, PowerPoint, ETFs, Bloomberg Terminal, Data Analysis, Data Mining, Volatility, Presentations, Public Speaking, Social Media, Microsoft Word, Facebook, Research, Foreign Languages
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Mechanical Plastics Corp. September 2013 - Present
Elon University Pendulum August 2012 - May 2013
KKM June 2012 - July 2012
Study Abroad in Vietnam December 2011 - January 2012
Ferrell Capital Management June 2009 - August 2009
Tandem Uehling May 2009 - June 2009
Aptos Chamber of Commerce June 2008 - August 2008
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelors
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor's degree
Family Office Managing Director, Director of Research & Product Development, Member of Investment CommitteeParker Global Strategies, LLCJanuary 1996 - August 2011
Ferrell Capital Management 1995 - 1996
Prudential Mutual Fund Management 1991 - 1993
Sphere Capital Partners 1990 - 1991
Skills
Alternative Investments, Asset Allocation, Investments, Due Diligence, Financial Risk, Fund Of Funds, Asset Managment, Investment Strategies, Equities, Investor Relations, Derivatives, Portfolio Management, Hedge Funds, Risk Management, Global Macro, Product Development, Marketing, Asset Management, Structured Finance, Wealth Management, Corporate Finance, Bonds, Mutual Funds, Quantitative Finance, Bloomberg, Emerging Markets, Financial Markets, Leveraged Finance, Financial Services, Electronic Trading, Portfolio Optimization, Private Equity, Options, Trading Systems, Financial Structuring, Financial Modeling, FX Options, Structured Products, Equity Derivatives, Fixed Income, Investment Management, Securities, Analysis, Equity Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Commodity, Valuation, Venture Capital
Education
Georgetown University 1986 — 1990
AB (Magna Cum Laude), International Relations
Rye Country Day School
EPIC Systems, Incorporated July 2011 - July 2015
Ferrell Capital Management May 2010 - August 2010
AlphaHarvest October 2009 - January 2010
Skills
Project Management, Automation, Process Control, Process Automation, Software Project..., Process Engineering, PLC, Business Analysis, Change Management, Instrumentation, Procurement, Project Engineering, Manufacturing, Management, Visual Basic, Data Analysis, Software Implementation, Electrical Engineering, Program Management, MS Project, Leadership, Risk Management, Analysis
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Duke University 2007 — 2011
Bachelor of Science (B.S.), Economics
Vigorito & Co. April 2014 - Present
Alternative Investment Group April 2010 - April 2014
LYZ Capital Advisors LLC January 2009 - March 2010
Ferrell Capital Management March 2007 - December 2008
Bank of America July 2006 - March 2007
Bank of America August 2005 - June 2006
Shire Pharmaceuticals (formerly TKT) 2004 - 2005
Community Boating 2002 - 2004
Skills
Hedge Funds, Investor Relations, Administrative..., Payroll, Public Relations, Onboarding, Asset Management, Event Planning, Human Resources, Equities, Alternative Investments
Education
Suffolk University 2000 — 2004
BA, Communications
Thomson Reuters January 2012 - November 2013
Thomson Reuters April 2009 - September 2010
Merrill Lynch July 2003 - August 2008
Countrywide Securities Corporation September 2000 - December 2002
Ferrell Capital Management June 1999 - August 2000
Skills
Strategic Planning, Project Management, Presentations, Business Performance..., Business Analytics, Strategy Execution, Communication Framework, Reporting & Analysis, Program Management, Change Management, CRM, Business Analysis, Cross-functional Team...
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Marketing & Management
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Finance and Marketing
FactSet November 2013 - Present
FactSet August 2011 - November 2013
ACCION USA June 2010 - August 2010
Alamance County Government February 2010 - April 2010
Ferrell Capital Management June 2009 - August 2009
Booz & Company June 2007 - August 2007
Education
Elon University 2007 — 2011
BS BA, Finance, Economics
Universidad Europea 2009 — 2009
Empresarial
RMB Capital August 2015 - Present
Elon University August 2012 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Ferrell Capital Management June 2013 - August 2013
RMB Capital Management July 2012 - August 2012
Skaneateles Country Club July 2007 - July 2012
Skills
Salesforce.com, Microsoft Excel, Bloomberg Terminal, Financial Modeling, SAS, Social Media, Junior Golf, PowerPoint, Economics, Spanish, Hedge Funds, Corporate Credit..., Study Abroad Programs, Access, MailChimp, Risk Management, Analysis, Research, Data Analysis, Accounting, Reporting & Analysis, Presentations, Credit Analysis
Education
Elon University 2011 — 2015
Bachelor of Science, Finance, 3.97
HBX Harvard Business School 2014 — 2014
Core Program: Credential of Readiness, Pass
Skaneateles High School 2007 — 2011
Ultra Pure, LLC September 2006 - Present
American Homepatient April 2005 - September 2006
Vitas Innovative Hospice March 2004 - April 2005
Chartwell Home Infusion April 2002 - March 2004
Ferrell Capital Management August 1992 - February 2002
Skills
New Business Development, Customer Service, Strategic Planning, Management, Marketing Strategy, Sales, Sales Management, Team Building, Marketing, Business Development, Product Development
Education
Ithaca College 1987 — 1991
Bachelor of Science (B.S.)
Parker Global Strategies, LLC May 2009 - October 2011
Saint Andrews Society of the State of New York 2009 - May 2011
Ferrell Capital Management 2005 - 2009
Credit Suisse First Boston September 1992 - June 2005
Credit Suisse First Boston September 1992 - June 2005
Lehman Brothers 1988 - 1992
Skills
Hedge Funds, Alternative Investments, Private Equity, Fixed Income, Equities, Portfolio Management, Fund Of Funds, Capital Markets, Investment Banking, Emerging Markets, Investments, Mergers & Acquisitions, Derivatives, Due Diligence, Asset Managment, Valuation, High Yield, Financial Structuring, Asset Allocation, Structured Finance, Investor Relations, Securities, Investment Management, Bloomberg, Structured Products, Venture Capital, Investment Strategies, Equity Research, Leveraged Finance, Bonds, Financial Markets, Institutional..., Trading, Securitization, Hedging, Financial Modeling, Series 7, Options, Asset Management
Education
Northwestern University - Kellogg School of Management
MBA
University of St. Andrews
University of Vermont
Bachelor's Degree
Phillips Academy
Saint Thomas Choir School
New Canaan High School
Seeking New Opportunity April 2015 - Present
UBS Investment Bank June 2002 - November 2014
Ferrell Capital Management June 2001 - October 2001
Citadel LLC November 2000 - May 2001
Deutsche Bank August 1999 - March 2000
Bankers Trust May 1998 - July 1999
Donaldson, Lufkin & Jenrette 1996 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1996
Bankers Trust 1991 - 1995
Skills
CDS, Structured Products, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Interest Rate..., Credit Derivatives, Trading Systems
Education
City University of New York-Brooklyn College 1991 — 1993
MA, Computer Science
Brandeis University
BA
Johnston Asset Management November 2012 - Present
Gramercy Advisors March 2008 - October 2012
Iridian Asset Management September 1999 - February 2008
TDA Advisors 1996 - 1998
Ferrell Capital Management 1992 - 1993
Skills
Hedge Funds, Fixed Income, Asset Managment, Equities, Emerging Markets, Alternative Investments, Investment Strategies, Investments, Business Development, Private Equity, Derivatives, Marketing, High Yield, Investor Relations, Strategic Planning
Education
Manhattanville College
Bachelor of Arts (B.A.), English Language and Literature, General
UBS Investment Bank November 2009 - Present
Ferrell Capital Management February 2006 - November 2009
Fidelity Investments February 2000 - July 2003
Education
California University of Pennsylvania 2003 — 2005
B.A., Communication/Public Relations, Marketing
University of Pittsburgh 1992 — 1994
Noodle February 2014 - Present
Hugo Boss December 2013 - January 2014
Marinette Saint Tropez November 2012 - December 2013
Ferrell Capital Management November 2009 - November 2012
Morgan Stanley Smith Barney LLC January 2009 - November 2009
Alliance Bernstein Inc July 2008 - November 2008
Royal Bank of Scotland June 2007 - August 2007
Skills
Market Research, Management, Mobile Devices, Strategy, Competitive Analysis, Marketing Strategy, Social Media Marketing, Entrepreneurship, Direct Sales, Business Development, Business Strategy, Investments, Social Media, CRM, Public Relations
Education
Elon University - Martha and Spencer Love School of Business 2004 — 2008
B.S., Corporate Communications, Finance and Accounting
Curtin University of Technology
Bachelor's degree
Greenwich Academy
Ferrell Capital Management
Skills
Hedge Funds, Private Equity, Capital Markets, Investments, Equities, Portfolio Management, Alternative Investments, Asset Management, Derivatives, Fixed Income, Investment Banking, Valuation, Bloomberg, Asset Allocation, Equity Research, Fund Of Funds, Investment Strategies
Education
Columbia University - School of International and Public Affairs 1998 — 2000
MA, Econonics and Finance
University of Vermont 1989 — 1993
BA, Political Scirnce, Economics, History, Asian Studies
UBS Investment Bank June 2012 - Present
Berkeley Quantitative July 2011 - May 2012
Spruce Private Investors September 2009 - May 2011
OpHedge Investment Services April 2008 - September 2009
Graham Capital Management December 2003 - April 2008
Graham Capital Management October 2002 - December 2003
Graham Capital Management February 1997 - October 2002
AMERADA HESS CORPORATION January 1995 - February 1997
FERRELL CAPITAL MANAGEMENT April 1993 - December 1994
LUCK TRADING CO., INC March 1992 - April 1993
Skills
Equities, Options, Trading, VBA, Hedging, Risk Management, FX trading, Performance Analysis, Cash Management, Excel Services, Bloomberg Terminal, Commodity Futures, Treasury Management, Reconciliations, Advent Axys, Advent Moxy, Beauchamp Fund Manager, SS&C Total Return, Margin Analysis, Fund Structuring, Futures, Trading Systems, Mutual Funds, Account Reconciliation, Axys, Financial Structuring, Alternative Investments, Hedge Funds, Portfolio Management, Derivatives, Fixed Income
Education
Sacred Heart University 1984 — 1988
B.S., Finance
Sacred Heart University 1984 — 1988
Bachelor of Science, Finance
Stark elementary school
Stark elementary school
Pacific Gas and Electric Company 2010 - Present
Wells Fargo 2007 - 2009
Consultant 2003 - 2007
E-lecTrade, Inc 1999 - 2003
The Risk Partners 1997 - 1999
Ferrell Capital Management 1996 - 1997
Capital Market Risk Advisors 1995 - 1996
Merrill Lynch 1994 - 1995
Yale University 1990 - 1993
Harvard University 1988 - 1990
Skills
Finance, Risk, Financial Modeling, Financial Risk, Financial Analysis, Sarbanes-Oxley Act, Risk Assessment, Risk Management, Energy, Portfolio Management, Management
Education
Columbia Business School 1994 — 1996
MBA, Finance
Harvard University 1982 — 1988
PhD, Fluid Turbulence
Indian Institute of Technology, Delhi 1977 — 1982
Bachelor's degree, Mechanical Engineering
Ferrell Capital Management October 2014 - Present
InfoEd Global November 2013 - April 2014
College of Nanoscale Science and Engineering August 2011 - May 2013
Turner Construction Company May 2011 - August 2011
Siena College May 2010 - August 2010
Siena College May 2009 - August 2009
Skills
Research, Mathematica, LaTeX, Matlab, Statistics, Mathematical Modeling, Numerical Analysis, Physics, Nanotechnology, Simulations, Science
Education
College of Nanoscale Science and Engineering, SUNY Albany 2011 — 2013
Nanoeconomics
Siena College 2007 — 2011
Bachelor of Science (B.S.), Mathematics and Computer Science, 3.76