Jonathan Farber

Jonathan Farber is a founding member of Passive Capital Management, LLC, which he founded in 2007. Prior to founding PCM, he provided institutional equity research to institutions in Boston, New York, Philadelphia, Milwaukee, and Chicago while serving as Managing Director at Alex. Brown & Sons, Banker's Trust Alex. Brown, Deutsche Bank, and Wachovia. He spent nearly two decades on Wall Street, deeply involved in institutional equity research, filtering research departments for their best money-making ideas to help institutional clients, mutual fund managers, banks, trust accounts, and hedge funds, beat their benchmarks.

Jonathan graduated magna cum laude from Oregon State University in 1979 and is based in Baltimore. His educational background and institutional research experience equipped him to identify gaps in active investment management practices.

Farber is known for his commitment to passive investing and controlling what can be controlled, asset allocation, diversification, costs/fees and tax efficiency. Unlike active managers who try to beat the market by picking individual stocks or market timing, PCM has remained steadfast in its commitment to controlling what's within its power. The firm's consistency in delivering successful investment outcomes has solidified its reputation, with clients expressing a desire to be part of the Passive Capital Management team due to an unwavering commitment to their financial well-being.

Career History

• Founding Member, Passive Capital Management, LLC (2006–present)
• Managing Director, Wachovia (institutional equity research)
• Managing Director, Deutsche Bank (institutional equity research)
• Managing Director, Banker's Trust Alex. Brown (institutional equity research)
• Managing Director, Alex. Brown & Sons (institutional equity research)

What Jonathan Farber could bring to his role as founder of Passive Capital Management: Farber's nearly two decades of Wall Street institutional equity research experience and his firsthand observation of active managers' underperformance positions him uniquely to lead PCM's fiduciary-first investment advisory practice. His deep expertise in asset allocation, cost management, and tax efficiency, combined with his commitment to transparency and discipline, has enabled PCM to establish itself as a trusted advisor for clients seeking consistent, long-term investment outcomes without sales commissions or marketing fees.

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