Ferris Capital

Financial Services - Marlborough, MA, US

Ferris Capital Employees
Rose McPherson

Client Service Associate

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Josh Walter

Vice President, Trading & Operations

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Eric Ganeles

Senior VP of Wealth Management

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Matt Russell

Chief Compliance Officer & Assistant General Counsel

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Joseph Jankovic

Senior VP of Wealth Management

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Andrew Vernazza

Sr. Vice President - Portfolio Management

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Ferris Capital Details

Ferris Capital is an SEC Registered Investment Advisor. As an independent advisory firm, we are bound by the standards set in the United States Investment Advisers Act of 1940. This fiduciary standard laid out by the SEC means that every recommendation we make and every action we take must be in our clients' best interests. Unlike stockbrokers who work for large investment banks, major brokerage or insurance firms, there are no financial incentives for us to recommend one investment product over another. We strive to ensure that our interests align with yours.All investments carry a risk of loss clients should be prepared to bear. For a more complete discussion of Ferris Capital, please review our Form ADV, available at www.sec.gov

Ferris Capital logo, Ferris Capital contact details
Employees: 20 - 49
HQ: 508-281-5200
Location: Marlborough, MA, US
Revenue: 2.5 - 5 Million
Wealth Management Financial & Estate Planning Retirement Planning Tax Strategy Family Office Services Consultative Services Financial & Estate Planning Financial & Estate Planning
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