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 015: Eric Balchunas, host Rick Ferri (08 November 2019)

Eric Balchunas is the Senior ETF Analyst at Bloomberg. He writes research reports, articles, and feature stories a...

Episode 014: Chris Mamula, host Rick Ferri (09 October 2019)

Chris Mamula is the lead co-author of the ChooseFI book and a financial writer for Can I Retire Yet?...

Episode 013: Dr. Bill Bernstein, host Rick Ferri (05 September 2019)

Dr. William (Bill) Bernstein is a medical doctor, author, investment adviser, and financial historian. His research is in the field of modern...

Episode 012: Larry Swedroe, host Rick Ferri (02 August 2019)

Larry Swedroe is a principal and Chief Research Officer of Buckingham Strategic Wealt...

Episode 011: Mel Lindauer, host Rick Ferri (08 July 2019)

Mel Lindauer, CFS, WMS, was dubbed "The Prince of the Bogleheads" by Jack Bogle. He's one of 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

References

  1. Bogleheads® forum topic: "Serious Money" book - Free download, Rick Ferri. Apr 14, 2019

External links