Profil
Mr. Jim K.
Ferguson, CFA, is a Principal at Evermay Wealth Management LLC.
Prior to Evermay, Mr. Ferguson served as founder and President of Ayrshire Associates, a Washington, D.C.-based investment counseling firm.
His wide-ranging experience also includes nineteen years at Davidge & Co., a year at Equitable Life Insurance and three years at Riggs National Bank, where he served in the trust department.
A native of Washington who has lived in the area since birth, he graduated from Xavier University in Cincinnati with a B.S.
in Economics and then earned an LL.B from Georgetown University Law Center.
Mr. Ferguson has been an associate member of the Virginia State Bar and the Bar Association of the District of Columbia.
He obtained the designation of Chartered Financial Analyst in 1972 and Chartered Investment Counselor in 1975.
A dedicated and active member of the local community, Mr. Ferguson is a member and past president of the Board of Trustees of the Catholic Youth Organization of Washington, has been a director of The Wildlife Trust and Capital City Opera, and is a former board member of Mercy Health Clinic.
Anciens postes connus de Jim Kennedy Ferguson
Sociétés | Poste | Fin |
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Ayrshire Associates, Inc.
Ayrshire Associates, Inc. Investment ManagersFinance Ayrshire Associates, Inc. is a registered investment advisor based in Washington, DC. The firm was founded in 1990 by James K. Ferguson and Elizabeth S. Larson. They provide investment management and advisor services to individuals and their families and to institutions, including retirement plans, for profit and non-profit organizations. | President | 30/09/2009 |
Evermay Wealth Management LLC
Evermay Wealth Management LLC Investment ManagersFinance Evermay Wealth Management LLC is an independent registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 by Will Pitt, Damon White and Biljana McKinley. Evermay provides investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and trusts and estates. | President | 17/12/2009 |
Riggs National Corp. | Corporate Officer/Principal | - |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Formation de Jim Kennedy Ferguson
Xavier University | Undergraduate Degree |
Georgetown University | Doctorate Degree |
Expériences
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Entreprise privées
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Entreprises liées au 1er degré
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Entreprise privées | 4 |
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Riggs National Corp. | Finance |
Ayrshire Associates, Inc.
Ayrshire Associates, Inc. Investment ManagersFinance Ayrshire Associates, Inc. is a registered investment advisor based in Washington, DC. The firm was founded in 1990 by James K. Ferguson and Elizabeth S. Larson. They provide investment management and advisor services to individuals and their families and to institutions, including retirement plans, for profit and non-profit organizations. | Finance |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Miscellaneous |
Evermay Wealth Management LLC
Evermay Wealth Management LLC Investment ManagersFinance Evermay Wealth Management LLC is an independent registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 by Will Pitt, Damon White and Biljana McKinley. Evermay provides investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and trusts and estates. | Finance |