![John J. Farro](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. John J.
Farro is a Managing Director at Andersen Tax LLC and a Member at Estate Planning Council of Erie.
He has over 20 years of experience focused on the areas of individual taxation (catering to high net worth individuals), estate and trust planning, flow-through entities, as well as charitable planning and private foundations.
Before joining Andersen Tax, Mr. Farro worked at Arthur Andersen and RSM McGladrey.
He had extensive experience in providing tax consulting and compliance service to high net worth families and individuals, with an emphasis on income, fiduciary, estate, charitable giving and wealth transfer tax matters.
Mr. Farro worked with high-level executives of large financial institutions and corporations, as well as many hedge and private equity partners in the metro New York area.
He received his BS degree in Accounting from Iona College.
Aktiva positioner av John J. Farro
| Företag | Position | Start |
|---|---|---|
Andersen Tax LLC
 Andersen Tax LLC Investment ManagersFinance Andersen formulates their investment advice based on the client’s individual circumstances. The firm then develops a strategic investment plan and target asset allocation that seeks to achieve the rate of return necessary to achieve the client’s financial goals without exposure to unnecessary levels of market risk. They combine Modern Portfolio Theory with the client’s personal investment philosophy to construct a portfolio designed to accomplish the client’s financial goals when developing a recommended asset allocation. | Företagsledare/Principal | - |
Estate Planning Council of Erie | Företagsledare/Principal | 2011-04-20 |
John J. Farros utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
29
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Iona College
 Iona College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Andersen Tax LLC
Andersen Tax LLC Investment ManagersFinance Andersen formulates their investment advice based on the client’s individual circumstances. The firm then develops a strategic investment plan and target asset allocation that seeks to achieve the rate of return necessary to achieve the client’s financial goals without exposure to unnecessary levels of market risk. They combine Modern Portfolio Theory with the client’s personal investment philosophy to construct a portfolio designed to accomplish the client’s financial goals when developing a recommended asset allocation. | Finance |
Estate Planning Council of Erie |
