William G. Ferrell
Founder and Chief Investment Officer
Starting on the trading floor at First National City Bank in January 1973, William Ferrell has been trading securities and derivatives and managing traders for over four decades. Mr. Ferrell came to New York with a B.A. in Economics and History from Hampden-Sydney College and a five year game plan that evolved into a life-long career in financial risk management. After 11 years at Citibank as a trader, underwriter, salesman and financial engineer, Bill was invited to join Kidder Peabody as the manager of their Municipal Securities Group and serve as the youngest member of their Board of Directors. While managing one of the three largest trading operations in the industry, Mr. Ferrell participated in the firm’s management process as a member of the Operating and Inventory (capital and risk allocation) Committees, and ultimately the Management Committee of the firm.
In 1988, Mr. Ferrell founded Ferrell Capital Management to offer risk consulting and risk managed investments to large, money center banks. Solving capital and risk allocation issues for financial institutions has resulted in the development of a comprehensive tool kit of methodologies and measurement algorithms. He pioneered the concept of managing investment accounts to a target volatility level and has created proprietary methodologies for allocating investment capital. From 2000 through 2010, he was the Chief Investment Officer for a fund of over one hundred hedge funds, providing an opportunity to work with many of the world’s finest money managers.
Today, Ferrell Capital stands out as an investment manager with a unique set of tools and applications to manage investment accounts for traditional investors. Utilizing the advantages of ETF’s to manage market exposures, he has designed two Concert strategies, a US large cap S&P 500 Sector portfolio and a Concert Emerging Market Strategy. Mr. Ferrell has published numerous articles on portfolio performance optimization. He regularly speaks before major investment firms on ETFs and risk allocation/management.
Mr. Ferrell resides in Greenwich, CT. He is an avid sportsman and musician. In addition to serving as a trustee at his alma mater, he has been involved with several philanthropic organizations, including serving on the Advisory Board of Outward Bound, USA and the Session of The First Presbyterian Church of Greenwich. He is an active member of the Greenwich Roundtable and The Economic Club of New York.
Telephone: +001 (203) 862-9500