David Ferry
West Chester University of Pennsylvania
Tell me more about David Ferry?
David Ferry is an experienced Investment Counselor at Capital Group Private Client Services, with 36 years of work experience. He works with high net worth individuals and families to create customized plans for protecting and growing their wealth. David also assists nonprofit foundations and endowments in achieving their long-term financial objectives through effective planning and investment management. Capital Group Private Client Services is a leading investment management organization with extensive global research and analysis. David is skilled in creating strategic asset allocation plans and coordinating with clients' outside advisors to help them achieve their financial goals. To learn more about the Capital Group, visit thecapitalgroup.com/pcs.
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About
As an Investment Counselor at Capital Group Private Client Services, I work directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. I also help nonprofit foundations and endowments to realize their long-term financial objectives through effective planning and investment management. Our firm is part of Capital Group, one of the world’s largest investment management organizations. As a result, Capital Group Private Client Services has access to extensive global research and analysis, providing deep insights into markets around the world. We also have a team of experienced wealth advisors, who work with clients to create strategic asset allocation plans uniquely suited for each individual client. In addition, we offer full trust services and closely coordinate with our clients’ outside advisors to help clients achieve their financial goals. To learn more about Capital Group Private Client Services, and read some of our latest thought leadership pieces, please visit us online at thecapitalgroup.com/pcs.
...See MoreWork Experience
senior vice president and investment counselor at capital group private client services
Financial Services
David Ferry's Professional Milestones
- Partner (2003-11-01~2011-08-01): Designing and delivering efficient and impactful solutions to drive business growth.
- Senior Vice President | Investment Counselor (2012-01-01~): Provided expert guidance and counseling to clients, optimizing their financial journey and driving financial growth.
Education
Business Administration
1979-1983Certification
Colleagues
Ying Chen
business operations lead | product owner
John Benun
Senior Vice President | Investment Counselor
Jason Lersch, CFP ®
Senior Vice President | Investment Counselor
Joe Galunas, CFA, CFP®
vice president client relationship team manager at capital group
Anne Gifford Ewing
senior vice president senior trusts and estates specialist at capital group private client services
Other Named David Ferry
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David Ferry works for Capital Group Private Client Services
David Ferry's role in Capital Group Private Client Services is senior vice president and investment counselor at capital group private client services
David Ferry works in the industry of Financial Services
David Ferry's colleagues are Ying Chen,John Benun,Jason Lersch, CFP ®
David Ferry's latest job experience is senior vice president and investment counselor at capital group private client services at Capital Group Private Client Services
David Ferry's latest education in West Chester University of Pennsylvania