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 024: Dr. Wade Pfau, host Rick Ferri (31 July 2020)

Wade D. Pfau, Ph.D., CFA, RICP, is the program director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Serv...

Episode 023: Dr. Burton Malkiel, host Rick Ferri (03 July 2020)

Burton Gordon Malkiel is an American economist and writer, most famous for his classic finance book...

Episode 022: Dr. Ed Yardeni, host Rick Ferri (01 June 2020)

Dr. Ed Yardeni is a long-time veteran of the investment industry and the President of Yardeni Resear...

Episode 021: Larry Siegel, host Rick Ferri (01 May 2020)

Laurence B. Siegel is the director of research at the CFA Institute Research Foundati...

Episode 020: Jeff Levine, CPA/CFP, host Rick Ferri (01 April 2020)

Jeff Levine is a Certified Public Accountant, Certified Financial Planner, financial adviser, and a complete tax nerd. He is 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

References

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

External links