T. Kenneth FarrellT. Kenneth FarrellVice PresidentWealth Advisor
LinkedInAbout Ken
Ken Farrell is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management.
Ken partners closely with a diverse range of clients who are engaging, innovative and passionate about their craft—entrepreneurs, business owners, corporate executives, entertainers and professional athletes. He serves as a champion to guide each individual in making the complex financial decisions required to transform their success into a sustainable legacy.
As a co-founder of a hedge fund, Ken knows first-hand the risks and rewards of entrepreneurship and draws from this shared experience to address the challenges that accompany high performance. He speaks his clients' language and is adept at bridging the gap between business and personal goals. Ken believes that asking incisive questions can lead to a more deliberate and purposeful path toward clients' aspirations. A born educator, he encourages clients to think in new directions so they can expand their opportunity set and evaluate their options.
Ken's career spans more than 25+ years, and in that time, he has gained a reputation for his collaborative style and trusted, unfiltered advice. Before joining J.P. Morgan, he was with Bank of America Private Bank, serving the sophisticated needs of ultra-high-net-worth clients. Previously, Ken was with Charles Schwab, Morgan Stanley and Greenwich Associates. In his experience as co-founder of Paladin Strategic Partners, he served as Partner and Senior Vice President of Operations.
Ken attended the Bronx High School of Science before earning his undergraduate degree from Syracuse University. He holds an M.B.A. from the Stern School of Business at New York University, and is an Accredited Investment Fiduciary® (AIF) and a Certified Private Wealth Advisor® (CPWA) professional.
Ken feels it's important to give back and is an active Board Member with Madison Square Boys & Girls Club, an organization that serves the needs of over 5000 children daily, providing healthy nutrition, homework preparation, and access to art, dance, music and sports. He is also a member of the Bronx Chamber of Commerce and Phi Beta Sigma Fraternity.
Outside of the office, Ken and his wife Ingrid indulge their love of travel, music and good food, ideally enjoying all three simultaneously in an exciting cultural setting.
CIMA® / CPWA®: Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now