Rick Ferri Location
- San Saba, TX, US
Rick Ferri Work
- 2019 - now Founder and CEO @ Ferri Investment Solutions
- 2018 - now Founder and CEO @
- 2017 - now Founder and CEO @
- 1999 - 2017 Founder and former CEO @
- 1980 - 2001 Military Officer (retired) @
- 1989 - 1999 Portfolio Manager and Registered Rep. @
Rick Ferri Education
- Walsh College of Accountancy and Business
- University of Rhode Island
Bachelor of Science in Business Administration
Rick Ferri Skills
- Wealth Accumulation
- Investment Strategies
- Brand Marketing
- ETFs
- Passive Investing
- Retirement Planning
- Financial Markets
- Investment Portfolio
- Investment Advisory
- Media Relations
- Capital Markets
- Portfolio Optimization
- Social Media
- Investment Research
- Asset Allocation
- Portfolio Strategy
- Market Research
- Investment Management
- Valuation
- Wealth Management Services
- Index Funds
- Strategy
- Emerging Markets
- Private Equity
- Commodity
- Quantitative Analysis
- Bonds
- Wealth Management
- Investment Strategist
- Equity Research
- Financial Risk
- Financial Planning
- Portfolio Management
- Personal Finance
- Investment Banking
- Financial Modeling
- Family Office
- Team Learning
- Derivatives
- Bloomberg
- Microsoft Word
- Executive Consultation
- Financial Advisory
- Team Leadership
- Financial Analysis
- Chief Investment Officer
- Financial Services
- Product Innovation
- Portfolio Performance Analysis
- Management Consulting
- Investments
Rick Ferri Summary
- Rick Ferri, based in San Saba, TX, US, is currently a Founder and CEO at Ferri Investment Solutions. Rick Ferri brings experience from previous roles at Core-4 Investing, Rick Ferri, LLC, Portfolio Solutions, LLC and United States Marine Corps. Rick Ferri holds a Walsh College of Accountancy and Business. With a robust skill set that includes Wealth Accumulation, Investment Strategies, Brand Marketing, ETFs, Passive Investing and more. Rick Ferri has 3 emails and 2 mobile phone numbers on RocketReach.
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