![Dave Ferris](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
David Matthew Ferris is the founder and had founded Ferris Capital LLC in 2012, where he held the titles of Chief Executive Officer & Chief Investment Officer.
He also worked as a Senior Vice President of Investments at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2002 to 2012.
Mr. Ferris received his undergraduate degree from Boston College in 1993 and his doctorate degree from Loyola University New Orleans College of Law in 1996.
Anciens postes connus de Dave Ferris
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/10/2012 |
Ferris Capital LLC
 Ferris Capital LLC Investment ManagersFinance Ferris Capital’s investment approach emphasizes long-term risk/return profiles and measures success, not by absolute returns but, by risk-adjusted returns. The firm employs a rigorous, top-down approach to model portfolio construction. They use low-cost ETFs, mutual funds, individual bonds and stocks to build custom portfolios that are aligned with and support their clients' broader financial plans and goals. The Ferris Capital investment team seeks low fees, efficient investment vehicles and, when they offer more value than an index or ETF, best-of-class fund managers. | Directeur Général | - |
Formation de Dave Ferris
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Ferris Capital LLC
Ferris Capital LLC Investment ManagersFinance Ferris Capital’s investment approach emphasizes long-term risk/return profiles and measures success, not by absolute returns but, by risk-adjusted returns. The firm employs a rigorous, top-down approach to model portfolio construction. They use low-cost ETFs, mutual funds, individual bonds and stocks to build custom portfolios that are aligned with and support their clients' broader financial plans and goals. The Ferris Capital investment team seeks low fees, efficient investment vehicles and, when they offer more value than an index or ETF, best-of-class fund managers. | Finance |
Loyola University New Orleans College of Law
 Loyola University New Orleans College of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
