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Profile
Dr. Jim L.
Farrell, Jr. PhD, is a Managing Director at Ned Davis Research, Inc. He joined Ned Davis Research in 2007.
Dr. Farrell was previously employed as a Managing Director-Quantitative Applications by Ned Davis Research, Inc., Founder by Farrell-SL Investment Management, Inc., a Managing Director & Principal by Morse, Williams & Co., Inc., a Portfolio Manager by Citigroup Asset Management, a Portfolio Manager by TIAA-CREF Alternatives Advisors LLC, and a Principal by College Retirement Equities Fund.
Dr. Farrell holds a Ph.D.
in Finance and Economics from New York University, an MBA from The Wharton School of the University of Pennsylvania and a Bachelor of Science degree from the University of Notre Dame.
He has earned the Chartered Financial Analyst designation.
Former positions of Jim L. Farrell
| Companies | Position | End |
|---|---|---|
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Provides investment research | Analyst-Equity | 01/01/2012 |
Morse, Williams & Co., Inc.
 Morse, Williams & Co., Inc. Investment ManagersFinance Morse Williams & Co.'s (MWC) investment approach is based on both top-down and bottom-up methodologies. At weekly investment policy meetings, the principals review the overall investment, economic and political climate and discuss equity and fixed-income investments. From a universe of 3,000 stocks, proprietary algorithms are used to develop percentile rankings of company's forward expected returns. Each month the top percentile securities are reviewed for potential investment and the lower rankings are evaluated to determine whether they should be sold. Companies are analyzed with the objective of identifying earnings growth, vigorous new product activity, financial strength and management ability and incentives. MWC has a 12 to 18 month time horizon or longer. They tend to select stocks with above average growth characteristics with at or below market risk. Though not limited by sector, MWC tends to invest in the stocks of companies in the electronic technology, health technology, technology services and producer manufacturing sectors. The firm invests mainly in US mid-cap and large-cap stocks. MWC maintains a low turnover rate. | Portfolio Manager-Equities | 01/05/2009 |
Citigroup Asset Management
 Citigroup Asset Management Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Nuveen Alternatives Advisors LLC
 Nuveen Alternatives Advisors LLC Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Farrell-SL Investment Management, Inc. | Corporate Officer/Principal | - |
Training of Jim L. Farrell
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
21
1st degree connections
10
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
College Retirement Equities Fund
 College Retirement Equities Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Farrell-SL Investment Management, Inc. | Finance |
Ned Davis Research, Inc. (Investment Management)
 Ned Davis Research, Inc. (Investment Management) Investment ManagersFinance NDR-IM uses fundamental and technical research with models, charts, indicators and weight-of-the-evidence methodology to help clients see the signals and invest with confidence. The firm produces robust global investment strategy, beginning with a macroeconomic foundation and extending into the major asset classes and geographies using their 360-degree research approach. | Finance |
Morse, Williams & Co., Inc.
Morse, Williams & Co., Inc. Investment ManagersFinance Morse Williams & Co.'s (MWC) investment approach is based on both top-down and bottom-up methodologies. At weekly investment policy meetings, the principals review the overall investment, economic and political climate and discuss equity and fixed-income investments. From a universe of 3,000 stocks, proprietary algorithms are used to develop percentile rankings of company's forward expected returns. Each month the top percentile securities are reviewed for potential investment and the lower rankings are evaluated to determine whether they should be sold. Companies are analyzed with the objective of identifying earnings growth, vigorous new product activity, financial strength and management ability and incentives. MWC has a 12 to 18 month time horizon or longer. They tend to select stocks with above average growth characteristics with at or below market risk. Though not limited by sector, MWC tends to invest in the stocks of companies in the electronic technology, health technology, technology services and producer manufacturing sectors. The firm invests mainly in US mid-cap and large-cap stocks. MWC maintains a low turnover rate. | Finance |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup Asset Management
Citigroup Asset Management Investment ManagersFinance Provides investment advice | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Provides investment research | Finance |
Nuveen Alternatives Advisors LLC
Nuveen Alternatives Advisors LLC Investment ManagersFinance Provides investment advice | Finance |
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