Brian Farrell, CTFA
Investment Associate
New York
Brian is an Investment Associate at 1919 Investment Counsel. In his role, Brian works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. His primary responsibility is supporting portfolio managers and client advisors in the development and management of investment portfolios, with a focus on portfolio review, investment analysis, account administration, and wealth planning. Brian is a member of the Third-Party Advisory Team, the Women & Wealth Advisory Team, the Financial Planning Team, and the Responsible AI Working Group.
Prior to joining the firm in 2020, he was a Broker in TP ICAP’s Global Broking division in New York. He was responsible for servicing clients in Equity Derivatives and US Credit products.
In his spare time, Brian leads an active lifestyle and cherishes quality moments with family and friends. He currently lives in New Jersey with his wife and son.
Brian holds a B.S. in Business Administration from The University of Scranton, where he served as a captain of the Men’s Basketball team. He currently serves on The University of Scranton’s Alumni Society Advisory Board. Brian is a Certified Trust and Fiduciary Advisor and is pursuing his Certified Financial Planner® designation.