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Profil
Frank Joseph McFarland worked as a Financial Analyst at Merrill Lynch & Co., Inc. from 2006 to 2008.
He then worked as a Founding Member & Financial Adviser at Luminous Capital LLC from 2008 to 2012.
From 2013 to 2019, he worked as a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He also worked as an Investment Consultant at FMR LLC.
Mr. McFarland received his undergraduate degree from Syracuse University.
Anciens postes connus de Frank Joseph McFarland
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Gestionnaire de Portefeuille-Actions | 04/06/2019 |
Luminous Capital LLC
 Luminous Capital LLC Investment ManagersFinance Luminous Capital manages two special situation hedge funds. Their three main investment objectives are capital stability, capital preservation and capital appreciation. For capital stability, investments are held in cash to meet short-term funding needs plus the amount of fixed-income (typically invested in tax-exempt municipal bonds) needed to generate the majority of a client's annual cash flow. Capital preservation includes assets that provide an inflation-plus return that will preserve purchasing power for the long-term. Investments include balanced managers, real assets and tactical fixed-income (both domestic and international). Capital appreciation includes assets invested to generate higher returns in exchange for greater volatility. Investments in this category include public equity (directional and hedged), private equity and opportunistic investment ideas (short-term or long-term situations or dislocations that have profit-making potential). The firm's most popular investments include (1) domestic and international equities that are absolute return-oriented (2) domestic and international fixed-income securities that invest in sovereign debt and investment grade corporate bonds (3) inflation hedges (such as gold) and (4) distressed credit. | Gestionnaire de Portefeuille-Actions | 01/12/2012 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 30/04/2008 |
FMR LLC
 FMR LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Formation de Frank Joseph McFarland
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
68
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Luminous Capital manages two special situation hedge funds. Their three main investment objectives are capital stability, capital preservation and capital appreciation. For capital stability, investments are held in cash to meet short-term funding needs plus the amount of fixed-income (typically invested in tax-exempt municipal bonds) needed to generate the majority of a client's annual cash flow. Capital preservation includes assets that provide an inflation-plus return that will preserve purchasing power for the long-term. Investments include balanced managers, real assets and tactical fixed-income (both domestic and international). Capital appreciation includes assets invested to generate higher returns in exchange for greater volatility. Investments in this category include public equity (directional and hedged), private equity and opportunistic investment ideas (short-term or long-term situations or dislocations that have profit-making potential). The firm's most popular investments include (1) domestic and international equities that are absolute return-oriented (2) domestic and international fixed-income securities that invest in sovereign debt and investment grade corporate bonds (3) inflation hedges (such as gold) and (4) distressed credit. | Finance |
Syracuse University
 Syracuse University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FMR LLC
FMR LLC Investment ManagersFinance Provides investment advice | Finance |
