Michael O'Farrell

Client Relationship Advisor

Michael O’Farrell is the newest addition to the Streamsong Advisors team. Prior to joining, he held a successful career operating on the brokerage advisory team at Merrill Lynch where he specialized in portfolio analysis and management, trade facilitation, and working alongside high-net-worth individuals and families as a trusted fiduciary to manage their financial picture in a manner consistent to achieving their financial goals. Previous to entering the wealth management space, he worked in Corporate Finance for a large multinational company, where he was responsible for driving growth through various accounting duties, KPI analysis, and developing specialized project models for use across the enterprise. Michael completed his undergraduate studies at Griffith College in Dublin, Ireland where he earned his BA with Honors in Business Studies. He currently holds a Series 7 License, Series 66 License, is NMLS registered, and aspires to obtain his CFA designation in the near future. Stepping outside the realm of financial services, during his college years, Michael worked as a fly fishing guide in Wyoming which lead to him residing in his current home of Bozeman, Montana. When not working, he can be found fly fishing across Mountain-West, skiing, or chasing upland birds with his two dogs. Active in his local communities, Michael volunteers with many local conservation groups.