Jeff Farrar

Jeff Farrar, CFP®, CIMA®, AIF®

Co-Founder and Partner
Executive Managing Director

Jeff has experience guiding both individual and institutional clients’ wealth through multiple market cycles, beginning in 1999.

Prior to co-founding Procyon, Jeff worked at the FDG Group at UBS as a Senior Portfolio Manager, Wealth Advisor, Institutional Consultant and Senior Retirement Plan Consultant. He also worked at Merrill Lynch for a decade as both an advisor and a resident director overseeing an office of advisors.

A decorated veteran, Jeff earned his B.S. degree at the U. S. Coast Guard Academy and an M.B.A. from the Anderson Graduate School of Management at UCLA. He holds the Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®) and Accredited Investment Fiduciary (AIF®) designations.

Jeff currently serves on the Board of Directors of the Financial Planning Standards Board, overseeing Certified Financial Planner (CFP®) designees. He previously served on the CFP Board of directors and as President of the Financial Planning Association’s Fairfield County chapter.

He resides in Wilton, CT with his wife and two children and enjoys soccer and all water sports.

Certifications

CFP®, CIMA®, AIF®

Client specialties

  • Financial planning
  • Investment management
  • Personal wealth management