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Rick Ferri, CFA

Rick Ferri, CFA* provides us with various services, including assisting with developing firm-wide investment strategies. Rick started his investment career in 1989 as a stockbroker at a large Wall Street firm. In 1999, he left the brokerage industry and founded an advisory firm that focused solely on low-cost investment principles. At its peak, the firm employed 20 people and managed over $1.5 billion in assets.

He is the author of multiple investment books and hundreds of articles on investing. He has been published in ForbesThe Wall Street Journal, among other publications. Rick holds a CFA Charter from the CFA Institute, a Bachelor of Science in Business Administration from the University of Rhode Island, and a Master of Science from Walsh College. He also served 21 years in the United States Marine Corps, both on active duty and the reserves, as a fighter pilot.

Rick Ferri, CFA* provides us with various services, including assisting with developing firm-wide investment strategies. Rick started his investment career in 1989 as a stockbroker at a large Wall Street firm. In 1999, he left the brokerage industry and founded an advisory firm that focused solely on low-cost investment principles. At its peak, the firm employed 20 people and managed over $1.5 billion in assets.

He is the author of multiple investment books and hundreds of articles on investing. He has been published in ForbesThe Wall Street Journal, among other publications. Rick holds a CFA Charter from the CFA Institute, a Bachelor of Science in Business Administration from the University of Rhode Island, and a Master of Science from Walsh College. He also served 21 years in the United States Marine Corps, both on active duty and the reserves, as a fighter pilot.

 

 

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