![Brian Edward Ferry](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Mr. Brian E.
Ferry, CFA, is a Vice President & Portfolio Manager at Wasmer, Schroeder & Co. LLC.
He joined the firm in 2009 as an Analyst for taxable strategies.
He was responsible for providing qualitative and quantitative research, including the analysis of the performance of taxable strategies across all sectors in the taxable markets.
He later transitioned to the role of Portfolio Manager where he is responsible for co-managing the taxable strategies at WSC.
He is a member of the Firm’s Portfolio
Management and Credit Committees.
Mr. Ferry earned his B.S.
in Finance from Miami University.
He earned the CFA Charter in 2016, and is a member of both the CFA Institute and the CFA Society of Cleveland.
Eerdere bekende functies van Brian Edward Ferry
Bedrijven | Functie | Einde |
---|---|---|
Adviser Holdings LLC
![]() Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Analist-Vaste Inkomen | 01-01-2014 |
Opleiding van Brian Edward Ferry
Miami University | Undergraduate 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 | 1 |
---|---|
Adviser Holdings LLC
![]() Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |