The Derivative

Tech, Trust, and Tactical Investing: A New Era of Wealth Management with Kevin Jamali of Farther

Jun 26, 2025
Kevin Jamali, Senior Vice President at Farther and alternative investment strategist, shares his unique journey from trading at the Chicago Board of Trade to wealth management. He discusses how technology and personalized advice are revolutionizing financial planning, moving beyond traditional investment strategies. The conversation delves into the value of alternative investments like private equity and managed futures for portfolio protection. Jamali also draws parallels between Brazilian Jiu-Jitsu and investment strategy, highlighting adaptability and risk management.
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ANECDOTE

Kevin's Trading Floor Origins

  • Kevin Jamali transitioned from a futures trader on the Chicago Board of Trade floor to electronic trading pioneer.
  • He recalls the chaotic early days of electronic orders and his 9-11 split-second decision that saved his account.
INSIGHT

Career Evolution Complements

  • Jamali views career phases as complementary, from high-energy floor trading to more relationship-based wealth management.
  • He finds fulfillment in managing entire client wealth, beyond just investments.
INSIGHT

Farther's Tech-Advice Blend

  • Farther combines modern technology with expert human advice to reinvent wealth management.
  • This hybrid approach drove its rapid growth from $400,000 to $8 billion in assets under management.
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