Profile
Mr. Brian E.
Ferry, CFA, is a Vice President & Portfolio Manager at Wasmer, Schroeder & Co. LLC.
He joined the firm in 2009 as an Analyst for taxable strategies.
He was responsible for providing qualitative and quantitative research, including the analysis of the performance of taxable strategies across all sectors in the taxable markets.
He later transitioned to the role of Portfolio Manager where he is responsible for co-managing the taxable strategies at WSC.
He is a member of the Firm’s Portfolio
Management and Credit Committees.
Mr. Ferry earned his B.S.
in Finance from Miami University.
He earned the CFA Charter in 2016, and is a member of both the CFA Institute and the CFA Society of Cleveland.
Former positions of Brian Edward Ferry
| Companies | Position | End |
|---|---|---|
Adviser Holdings LLC
 Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Analyst-Fixed Income | 2013-12-31 |
Training of Brian Edward Ferry
| Miami University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Adviser Holdings LLC
Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |
- Stock Market
- Insiders
- Brian Edward Ferry
