Historique de carrière de Dave Ferris
Anciens postes connus de Dave Ferris
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01/02/2002 | 01/10/2012 |
Ferris Capital LLC
 Ferris Capital LLC Investment ManagersFinance Ferris Capital LLC is an independent registered investment advisory and wealth management firm headquartered Marlborough, Massachusetts. The firm was founded by David M. Ferris in 2012 and was acquired by Creative Planning LLC in 2022. Ferris Capital provides personalized financial planning and investment management services to individuals, high net worth individuals, trusts, estates, foundations, and corporations. | Directeur Général | 01/09/2012 | - |
| Directeur en chef des Investissements | 01/09/2012 | - | |
| Compliance Officer | 01/09/2012 | 01/07/2017 | |
| Fondateur | 01/09/2012 | - | |
| Responsable de la banque privée | 01/09/2012 | - |
Formation de Dave Ferris
| Boston College | Undergraduate Degree |
| Loyola University New Orleans College of Law | Doctorate Degree |
Statistiques
Internationale
| Etats-Unis | 5 |
Opérationnelle
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
Sectorielle
| Finance | 3 |
| Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Ferris Capital LLC
Ferris Capital LLC Investment ManagersFinance Ferris Capital LLC is an independent registered investment advisory and wealth management firm headquartered Marlborough, Massachusetts. The firm was founded by David M. Ferris in 2012 and was acquired by Creative Planning LLC in 2022. Ferris Capital provides personalized financial planning and investment management services to individuals, high net worth individuals, trusts, estates, foundations, and corporations. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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