Profiel
Mr. Vincent R.
Ferrara is a Founder & Executive Chair at ProVise Management Group LLC.
He is on the Board of Directors at Eckerd Youth Alternatives, Inc. and The University of Maryland Foundation, Inc. He brings over five decades of experience to ProVise.
Mr. Ferrara has served on the Board of Directors for CFP Board of Standards, Inc. (Chair 2014), the Financial Planning Association (FPA), Institute of Certified Financial Planners (ICFP), and National Advisor’s Trust Company (NATC).
Actieve functies van Ray Ferrara
| Bedrijven | Functie | Begin |
|---|---|---|
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Oprichter | 10-01-2002 |
Eckerd Youth Alternatives, Inc.
Eckerd Youth Alternatives, Inc. Miscellaneous Commercial ServicesCommercial Services Operates charitable organizations | Directeur/Bestuurslid | - |
The University of Maryland Foundation, Inc.
The University of Maryland Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation that advocates and supports the advancement of public education | Directeur/Bestuurslid | - |
Eerdere bekende functies van Ray Ferrara
| Bedrijven | Functie | Einde |
|---|---|---|
Clearwater Regional Chamber of Commerce
Clearwater Regional Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Chamber of Commerce | Corporate Officer/Principal | - |
BayCare Health System, Inc.
BayCare Health System, Inc. Hospital/Nursing ManagementHealth Services Operates hospitals and healthcare facilities | Voorzitter | - |
Boy Scouts of America /West Central Florida Council/ | Corporate Officer/Principal | - |
Morton Plant Mease Health Care, Inc.
Morton Plant Mease Health Care, Inc. Medical/Nursing ServicesHealth Services Provides behavioral, pediatric and hospital services | Corporate Officer/Principal | - |
National Advisors Trust Co.
National Advisors Trust Co. Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
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 | 10 |
|---|---|
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Finance |
BayCare Health System, Inc.
BayCare Health System, Inc. Hospital/Nursing ManagementHealth Services Operates hospitals and healthcare facilities | Health Services |
Eckerd Youth Alternatives, Inc.
Eckerd Youth Alternatives, Inc. Miscellaneous Commercial ServicesCommercial Services Operates charitable organizations | Commercial Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services Operates leadership and advocacy organization | Commercial Services |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Provides financial planning services for charity | Commercial Services |
Morton Plant Mease Health Care, Inc.
Morton Plant Mease Health Care, Inc. Medical/Nursing ServicesHealth Services Provides behavioral, pediatric and hospital services | Health Services |
National Advisors Trust Co.
National Advisors Trust Co. Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Clearwater Regional Chamber of Commerce
Clearwater Regional Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Chamber of Commerce | Commercial Services |
Boy Scouts of America /West Central Florida Council/ | |
The University of Maryland Foundation, Inc.
The University of Maryland Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation that advocates and supports the advancement of public education | Miscellaneous |
















