Dave Ferry is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. Dave works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining our organization in 2012, he was a partner at Empirical Research Partners, a broker-dealer firm that provides research to institutional investors. Before that, he was a partner at AllianceBernstein and a principal at Sanford C. Bernstein & Co.
Dave holds a BS degree in business administration from West Chester University and serves as a Co-Chair at Link Community School in Newark, N.J. He is also involved with Mobile Meals in Westfield, N.J., is a volunteer mentor with ProVetus, a veteran support group, and is a volunteer lector at St. Patrick’s Cathedral.