Brian E. Ferry, CFA
Vice President, Senior Portfolio Manager
Brian Ferry is a Vice President and Senior Portfolio Manager at Wasmer Schroeder (WS), and is responsible for co-managing taxable strategies. He is a member of the firm’s Portfolio Management, Investment, and Global Investment Performance Standards (GIPS) Committees.
Brian started his career at WS in 2009 as an analyst for taxable strategies. In that role, he provided qualitative and quantitative research, as well as performance analysis of taxable strategies across all sectors of the taxable markets.
Brian earned his BS in Finance from Miami University. He was awarded the CFA Charter in 2016, and is a member of both the CFA Institute and the CFA Society of Cleveland.
Born and raised in Cleveland, Brian loves traveling abroad and experiencing local cultures, especially the food and wine. At home, he loves getting people together and often organizes events to keep in touch with family and friends.