Karriereverlauf von Dave Ferris
Ehemalige bekannte Positionen von Dave Ferris
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01.02.2002 | 01.10.2012 |
Ferris Capital LLC
 Ferris Capital LLC Investment ManagersFinance Ferris Capital LLC is an independent registered investment advisory and wealth management firm headquartered Marlborough, Massachusetts. The firm was founded by David M. Ferris in 2012 and was acquired by Creative Planning LLC in 2022. Ferris Capital provides personalized financial planning and investment management services to individuals, high net worth individuals, trusts, estates, foundations, and corporations. | Vorstandsvorsitzender | 01.09.2012 | - |
| Chief Investment Officer | 01.09.2012 | - | |
| Compliance Officer | 01.09.2012 | 01.07.2017 | |
| Gründer | 01.09.2012 | - | |
| Leiter des Privatbankwesens | 01.09.2012 | - |
Ausbildung von Dave Ferris
| Boston College | Undergraduate Degree |
| Loyola University New Orleans College of Law | Doctorate Degree |
Statistik
International
| Vereinigte Staaten | 5 |
Operativ
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
| Compliance Officer | 1 |
Sektoral
| Finance | 3 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Ferris Capital LLC
Ferris Capital LLC Investment ManagersFinance Ferris Capital LLC is an independent registered investment advisory and wealth management firm headquartered Marlborough, Massachusetts. The firm was founded by David M. Ferris in 2012 and was acquired by Creative Planning LLC in 2022. Ferris Capital provides personalized financial planning and investment management services to individuals, high net worth individuals, trusts, estates, foundations, and corporations. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
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