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John J. Farro
Corporate Officer/Principal presso
Andersen Tax LLC
Profilo
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.
Posizioni attive di John J. Farro
| Società | Posizione | Inizio |
|---|---|---|
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. | Corporate Officer/Principal | - |
Estate Planning Council of Erie | Corporate Officer/Principal | 20/04/2011 |
Formazione di John J. Farro
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
29
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
