Richard A. Ferri, Founder

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Richard A. Ferri, CFA


Rick Ferri is the founder of Portfolio Solutions®. Rick has over 25 years of experience in the investment industry including more than ten years as a financial consultant at two major Wall Street firms. He graduated from the University of Rhode Island with a B.S. degree in business and from Walsh College with an M.S. degree in finance, and also holds a Chartered Financial Analyst (CFA) charter. Rick has published extensively including several books on index funds, ETFs and asset allocation. He writes regularly for the Wall Street Journal, Forbes, and the Journal of Financial Planning. Prior to entering the financial industry in 1988, Rick was an officer in the Marine Corps where he flew fighter aircraft. He retired from the USMC reserves.

You can learn more about Rick and read his blog postings on low-cost investing strategies in our blog section.