Rick Ferri

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Rick Ferri
FerriDHVI.jpg
Photo by Paul (sddiehard)
Nationality American
Alma mater Walsh College
Occupation Retired founder of a registered investment adviser (RIA) firm
Notable work All About Asset Allocation,
The Power of Passive Investing

Rick Ferri is a Bogleheads® reading list author.

My career in the investment adviser industry offers a remarkable history of empowering people to achieve ambitious goals with passive investments. In 1999, I founded a Registered Investment Adviser (RIA) firm. Prior to that, I gained 10 years of experience as an adviser in the brokerage industry where I was an early adopter of index funds and ETFs. I became a champion for low fee investing in the RIA industry. Dedicated to sharing best practices while leveraging in depth knowledge of markets, strategies, and portfolio growth techniques.

A few notable achievements include:

  • I hold a Master of Science in Finance from Walsh College and I'm a CFA Charterholder.
  • I have authored 6 books and hundreds of articles on investing.
  • Became a Forbes.com and Wall Street Journal columnist.
  • Coauthored a white paper that won the S&P Dow Jones Indices' 3rd Annual SPIVA Award for a research report.

Now I spend my time traveling and writing. Thank you all!

— Rick Ferri

Books

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Podcast

Bogleheads on Investing podcastRSS Feed icon - 200px.png RSS feed

Episode 003: Bogleheads On Investing - guest Jonathan Clements, host Rick Ferri (06 November 2018)

Jonathan Clements is the founder and editor of HumbleDollar. During Jonathan's long career as a financial writer he has worked for Euromoney, Forbes,...

Episode 002: Bogleheads On Investing - guest Dr. David Blitzer, host Rick Ferri (05 October 2018)

Episode 2 of Bogleheads on Investing features an insightful interview with Dr. David Blitzer, Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices (S&P DJI) w...

Episode 001: Bogleheads On Investing - guest John C. Bogle, host Rick Ferri (14 September 2018)

This fascinating podcast covers 65 years of John C. Bogle's life - from the early 1950s as a student at Princeton through today. The...

This podcast is also available on iTunes, Stitcher, and Google Play Music (login required).

Video

Rick Ferri discusses his book, The Power of Passive Investing, with Morningstar.

Video.png Ferri: The Power of Passive Investing