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William G. Ferrell
Founder, Chief Executive Officer 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 joined Kidder Peabody & Co. as the manager of the Municipal Securities Group and as the youngest member of the 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 target volatility levels and has created proprietary methodologies for allocating investment capital. From 2000 through 2011, 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 assets for traditional investors. Utilizing the powerful advantage of Artificial Intelligence to manage market exposures, he has designed the CONCERT AI strategies.  Mr. Ferrell has published numerous articles on portfolio performance optimization. He regularly speaks before major investment firms and institutional investors on ETFs and risk allocation/management and the employment of Artificial Intelligence in the investment industry.

In addition to serving as a trustee at his alma mater, he has been involved with the Greenwich Roundtable and the Economic Club of New York as well as several philanthropic organizations, including the Advisory Board of Outward Bound, and currently as a ruling elder of The First Presbyterian Church of Greenwich. He is an avid sportsman and musician.

Email: wferrell@ferrellcapital.com

Telephone: +001 (203) 862-9500

 

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Merle Yoder is the Chief Operating Officer of Ferrell Capital Managment.  He has more than 30 years of experience in the financial services software industry.  Merle moved to New York City in 1983 as an early employee of FactSet Research Systems (NYSE: FDS), starting as a software engineer and then moved into Sales, Sales Management, and the Executive Management teams.  He relocated to London and started the European division of FactSet, and spent six years abroad during the 90’s.

Merle’s additional experience includes five years as a private equity investor and member of various PE portfolio-company management teams. Prior to that, he was with the software firm Capital IQ, which now is part of S&P Global.   

Merle most recently was Principal and Co-Founder of Financial Tracking Technologies, a Connecticut-based software company providing compliance solutions to the financial services industry.  Clients include Registered Investment Advisors, Family Offices, Mutual Funds, Hedge Funds, and Corporations.  Merle earned his Bachelor of Science degree in Electrical Engineering from Purdue University in 1982.

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Peter C. Pierce
Strategic Coordinator

Peter C. Pierce is contributing as a Strategic Coordinator.  He is founder and Chief Financial Consultant of Atlantic Venture Management and brings four decades of experience offering strategic and tactical research and third-party marketing services to early stage technology and financial service firms.

Mr. Pierce’s consulting experience includes partnering with futures industry experts, assisting commodity trading advisors to launch hedge funds utilizing behavioral finance methodologies, and consulting related to the application of neural networks to stock trading programs

Peter is founder and editor of AVMAdvisor, a U.S. Equity market trend identification and fundamental research service.

Mr. Piece holds a Bachelor of Arts from Boston University and an MBA from the Kellogg School of Management at Northwestern University. 

 

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Craig W. Schulenberg
Technology Architect

Craig W. Schulenberg is the Technology Architect for CONCERT AI.  He has contributed as a Consultant, Computer Scientist and Principal Member of Technical Staff for a number of software and aerospace firms, including Charles Stark Draper Laboratory, MIT Instrumentation Laboratory, MRI Technologies, China Lake Naval Weapons Center, IBM Federal Systems Division, Intermetrics, Inc., and TRW Systems. 

Mr. Schulenberg has designed and developed compilers and well as flight software for spacecraft ranging from Project Apollo to the Shuttle, and is now creating programs for the NASA Space Launch System.  Craig received the Silver Snoopy Award from NASA astronauts for technological achievement which promoted their safety in space.

In 2000, Mr. Schulenberg initiated the development of an innovative and highly accurate stock trading system based on physics principles from thermodynamics which have been proven to accurately model market behavior.  His early model has evolved into a Neural Net based Expert System and is the heart of CONCERT AI.

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John W. Baxter
Chief IT Administrator

Mr. Baxter is Multimedia Creative and Chief IT Administrator for Ferrell Capital Management (admin1@ferrellcapital.com). He has contributed to software design, development and test projects since the 1970s in medical electronics and broadband communications for SmithKline, Moberg Medical, Motorola, SeaChange, Xfinity and a number of consulting clients.

John holds a B.A. in Mathematics and Physics from East Stroudsburg University and an M.S. in Computer Science from Villanova University.  He specializes in development and test for the User Experience of embedded and web-based software systems, as well as web and multimedia production.

John created Ferrell Capital’s website, contributes to media production, and will continue to develop social media outlets and apps to broaden awareness for CONCERT AI strategies and future ETF offerings.

 

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Kimberly A. Hallas is responsible for operational, administration, and strategic coordination at Ferrell Capital.  

Prior to Ferrell, Kim was Director of Operations for Post Road Capital Management, LLC, where she handled client matters and office administration focusing on client relations, financial reporting, and marketing.  She has over 25 years of experience in the accounting, entertainment, financial services, real estate, publishing, and social services industries.

Previously, she was Public Relations Specialist and Assistant Editor for the Financial Accounting Foundation.  Her main responsibilities included advising Board members of current and significant news developments; managing the Board’s public speaking program; developing and maintaining relationships with the media; and preparing, editing and distributing annual reports, two monthly newsletters, and press releases.

Ms. Hallas graduated from Sacred Heart University with a double major in Business Management and Finance.  In her free time, she is Associate Editor with Sound Magazine and actively organizes and participates in many local art and music festivals for charities on a project basis.

 

Ferrell Capital Management Advisory Board

The Ferrell Capital Management Advisory Board, consisting of former Principals, Clients and friends of the court is currently in formation.