Rick Ferri, CFA, Founder Portfolio Solutions

Richard (Rick) has over 20 years experience in the investment industry including over ten years as a financial consultant at two major Wall Street firms. Rick graduated from the University of Rhode Island with a BS in business and from Walsh College with a MS in finance. He has also earned the Chartered Financial Analyst (CFA) designation. Rick has published extensively on the subject of low-cost investing using index funds and ETF, including five books. Prior to entering the financial industry in 1988, Rick was an officer in the Marine Corp where he flew fighter aircraft. He retired from the Marine Corp Reserve in 2001.

You can contact Rick at rick@portfoliosolutions.com.

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