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 029: Frazer Rice, host Rick Ferri (01 January 2021)

Frazer Rice is the author of “Wealth, Actually: Intelligent Decision-Making for the 1%”, host of the “Wealth, Actually” podcast, creator of the "Wealth,...

Episode 028: Roger Lowenstein, host Rick Ferri (29 November 2020)

Roger Lowenstein reported for The Wall Street Journal for more than a decade and is also an award-winning book author. His work has appeared in Bloo...

Episode 027: Cliff Asness, host Rick Ferri (30 October 2020)

Dr. Cliff Asness is a Founder, Managing Principal, and Chief Investment Officer at AQR Capital Management, a quantitative...

Episode 026: Morgan Housel, host Rick Ferri (29 September 2020)

Morgan Housel is an author of The Psychology of Money book and writes a Episode 025: Don Phillips, host Rick Ferri (30 August 2020)

Don Phillips is the former CEO and a managing director of Morningstar, Inc. who remains involved in corporate strategy and investment research. He...

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.

The discussion on Morningstar: The Power of Passive Investing

References

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

External links