Profil
Mr. Vincent R.
Ferrara is a Founder & Executive Chair at ProVise Management Group LLC.
He is on the Board of Directors at Eckerd Youth Alternatives, Inc. and The University of Maryland Foundation, Inc. He brings over five decades of experience to ProVise.
Mr. Ferrara has served on the Board of Directors for CFP Board of Standards, Inc. (Chair 2014), the Financial Planning Association (FPA), Institute of Certified Financial Planners (ICFP), and National Advisor’s Trust Company (NATC).
Postes actifs de Ray Ferrara
| Sociétés | Poste | Début |
|---|---|---|
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Fondateur | 10/01/2002 |
Eckerd Youth Alternatives, Inc.
Eckerd Youth Alternatives, Inc. Miscellaneous Commercial ServicesCommercial Services Operates charitable organizations | Directeur/Membre du Conseil | - |
The University of Maryland Foundation, Inc.
The University of Maryland Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation that advocates and supports the advancement of public education | Directeur/Membre du Conseil | - |
Anciens postes connus de Ray Ferrara
| Sociétés | Poste | Fin |
|---|---|---|
Clearwater Regional Chamber of Commerce
Clearwater Regional Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Chamber of Commerce | Corporate Officer/Principal | - |
BayCare Health System, Inc.
BayCare Health System, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a nonprofit organization that operates hospitals | Président | - |
Boy Scouts of America /West Central Florida Council/ | Corporate Officer/Principal | - |
Morton Plant Mease Health Care, Inc.
Morton Plant Mease Health Care, Inc. Medical/Nursing ServicesHealth Services Provides behavioral, pediatric and hospital services | Corporate Officer/Principal | - |
National Advisors Trust Co.
National Advisors Trust Co. Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Finance |
BayCare Health System, Inc.
BayCare Health System, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a nonprofit organization that operates hospitals | Commercial Services |
Eckerd Youth Alternatives, Inc.
Eckerd Youth Alternatives, Inc. Miscellaneous Commercial ServicesCommercial Services Operates charitable organizations | Commercial Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Commercial Services |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity | Commercial Services |
Morton Plant Mease Health Care, Inc.
Morton Plant Mease Health Care, Inc. Medical/Nursing ServicesHealth Services Provides behavioral, pediatric and hospital services | Health Services |
National Advisors Trust Co.
National Advisors Trust Co. Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Clearwater Regional Chamber of Commerce
Clearwater Regional Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Chamber of Commerce | Commercial Services |
Boy Scouts of America /West Central Florida Council/ | |
The University of Maryland Foundation, Inc.
The University of Maryland Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation that advocates and supports the advancement of public education | Miscellaneous |
















