Client Practices

Core Beliefs

  • Financial planning drives our integrated process
  • A mix of strategic and tactical strategies provide opportunities across a global investment spectrum
  • A long term investment horizon should be balanced with liquidity requirements
  • A coordinated approach to traditional and alternative investing achieves better risk adjusted returns

Client Login

Client access to account information, investment updates and reports.

Click here to login

Michael Farrell

Managing Director
 Email Mike

Mike Farrell is responsible for business development and working with current clients at Family Endowment Partners.

Previous Experience

Prior to joining Family Endowment Partners, Mike was the President and Founder of MTB Enterprises, LLC. Mike has over twenty years of experience in developing succession plans, structuring buyouts, and building investment portfolios for business owners and high net worth individuals across the United States. Mike entered the financial industry in 1990 with The Mid-Atlantic Companies, which was later acquired by First Union National Bank in December of 1999. During his tenure with The Mid-Atlantic Companies, he focused on business development in the Great Lakes region. Mike then joined Arthur Andersen as an Executive Manager to lead the business development efforts for the private client group in the Southeastern United States. Prior to establishing his own firm in January 2007 he was the Director of Sales and Marketing for a Pennsylvania based registered investment advisor.

Education

Mike earned a Bachelor of Science degree in Business Management with a concentration in finance from the University of Buffalo. He currently holds the Series 65 license.

Mike and his wife live in Charlotte, North Carolina with their daughter.

© 2011    Family Endowment Partners, LP    Terms of Use    Privacy Policy