John Farrall, CFA

Current

Senior Vice President & Director Derivatives Strategies at National City Private Client Group
Health Care Analyst at National City Bank

Past

VP, Equity Analyst at Victory Asset Management

Education

The Ohio State University - The Max M. Fisher College of Business
University of Michigan
Culver Academies

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Recommended

3 people have recommended John

Connections

162 connections

Industry

Financial Services

Websites

John Farrall, CFA’s Summary

Equity analyst since 1993 with experience in mutual fund, private client, and hedge fund arenas. Currently responsible for Health Care equity investments of ~$2 billion AUM and Derivatives Strategies across all sectors for listed options strategies ~$3.2 billion hedged as well as being part of the team responsible for development of our structured products capabilities ~ $400MM notional.

Interested in innovation, creating a better client experience through financial engineering, and developing more attractive asymmetric-return investments.

John Farrall, CFA’s Specialties:

Knowledge of Health Care technology (i.e. device, drug, biotech, and FDA regulations). Knowledge of listed and structured products within derivatives strategies.

John Farrall, CFA’s Experience

Senior Vice President & Director Derivatives Strategies

National City Private Client Group

(Public Company; 10,001 or more employees; NCC; Financial Services industry)

June 2006 — Present (2 years 4 months)

Responsible for all listed derivatives strategies. Member of the Derivatives Strategies Group with additional responsibilities of developing structured products.
Health Care Analyst

National City Bank

(Public Company; 10,001 or more employees; NCC; Banking industry)

March 2000 — Present (8 years 7 months)

Member of the Private Client Equity Research Group responsible for all Health Care recommendations for a $33 Bn high net worth individual investment management division.
VP, Equity Analyst

Victory Asset Management

(Public Company; KEY; Financial Services industry)

October 1993 — March 2000 (6 years 6 months)

Covered Industrials, Oil Service, Home Products, and Natural Gas from 1993-1995. Covered Health Care from 1995-2000. Responsible for stock recommendations to the Victory family of mutual funds.

John Farrall, CFA’s Education

The Ohio State University - The Max M. Fisher College of Business

MBA, Finance - Investments, 1991 — 1993

• Won the Outstanding Contributor award for the Student Investment Management program
- A program allowing students manage a live $24 million equity fund for the University
• Quoted in Barron’s article, “Wiz Kid Investors,” which featured the student program, November 16, 1992
• Appeared on CNBC program, Your Portfolio, with Jim Rodgers and Bill Griffeth, February 5, 1993

http://www.cob.ohio-state.edu/fin/courses/sim/

Activities and Societies:

Student Investment Management Program
University of Michigan

BA, 1985 — 1988

• Dean’s List 1987-1988, honors project in expert systems and their application in investing

Activities and Societies:

• Member of University of Michigan Marching Band
Culver Academies

HS, 1983 — 1985

Cum Laude
Honors in Calculus, English and History
Winner of the top Track & Field athlete award

Activities and Societies:

CMA Company: Band

Additional Information

John Farrall, CFA’s Websites:

John Farrall, CFA’s Interests:

Business Interests include: Motivation & Leadership, Goal setting & Management Effectiveness, Investment success & Generational Wealth Management. Sports interests include: golf, sporting clays, and curling

John Farrall, CFA’s Groups:

Treasurer of the Cleveland Society of Security Analysts 1999-2001 and member of CFA Institute since 1993

Cleveland Culver Club: President 1997-2003 and current member