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Richard Alan Ferri
Plus aucun poste en cours
Profil
Mr. Richard A. Ferri, CFA, is Founder & Managing Partner at Portfolio Solutions LLC.
Mr. Ferri has over 25 years of experience in the investment industry including more than ten years as a financial consultant at two major Wall Street firms.
Mr. Ferri received his BS in Business from the University of Rhode Island and his MS in Finance from Walsh College.
Anciens postes connus de Richard Alan Ferri
| Sociétés | Poste | Fin |
|---|---|---|
United States Marine Corps
 United States Marine Corps SovereignGovernment Provides marine armed force services | Corporate Officer/Principal | - |
Liberty Wealth Advisors LLC
 Liberty Wealth Advisors LLC Investment ManagersFinance LWA is a long-term, strategic investment manager that utilizes low-cost exchange traded funds (ETFs) and mutual funds to build tax-efficient, globally diversified portfolios. The firm’s model portfolios are designed by their investment committee, rather than by their individual financial advisors, to provide a consistent and customizable investment experience for their clients. They take a holistic approach that considers client’s needs, goals, risk tolerance, and time horizon to recommend a strategic asset allocation that’s right for their situation. | Fondateur | - |
Formation de Richard Alan Ferri
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
63
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
University of Rhode Island
 University of Rhode Island Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Walsh College
 Walsh College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Marine Corps
United States Marine Corps SovereignGovernment Provides marine armed force services | Government |
Liberty Wealth Advisors LLC
Liberty Wealth Advisors LLC Investment ManagersFinance LWA is a long-term, strategic investment manager that utilizes low-cost exchange traded funds (ETFs) and mutual funds to build tax-efficient, globally diversified portfolios. The firm’s model portfolios are designed by their investment committee, rather than by their individual financial advisors, to provide a consistent and customizable investment experience for their clients. They take a holistic approach that considers client’s needs, goals, risk tolerance, and time horizon to recommend a strategic asset allocation that’s right for their situation. | Finance |
