Profiel
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.
Eerdere bekende functies van Richard Alan Ferri
| Bedrijven | Functie | Einde |
|---|---|---|
| United States Marine Corps | Corporate Officer/Principal | - |
Liberty Wealth Advisors LLC
 Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Oprichter | - |
Opleiding van Richard Alan Ferri
| University of Rhode Island | Undergraduate Degree |
| Walsh College | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
| United States Marine Corps | Government |
Liberty Wealth Advisors LLC
Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Finance |
