Brian Ferrie, Cfa Email and Phone Number
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Brian Ferrie, Cfa personal email
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Brian Ferrie, Cfa is a Mutual Fund Independent Trustee at Trust for Advised Portfolios. He possess expertise in financial services, services, investment management, finance.
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Independent Board Trustee, Trust For Advised PortfoliosTrust For Advised Portfolios Jun 2020 - PresentTrustee for the Trust for Advised Portfolios, a multiple series/funds trust sponsored by U.S. Bank Global Fund Services. The Trust, through its board and service providers, performs management of fund operations, governance, servicing and administration, allowing the investment advisers to focus on their core business—investment management.
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Vice President - Chief Compliance Officer And TreasurerJensen Investment Management And Jensen Quality Growth Fund 2003 - 2020Chief Compliance Officer (CCO) and Treasurer, Jensen Quality Growth Fund (2004 - 2020 ) - As CCO, was responsible for administering the Fund's compliance program reasonably designed to prevent violations of the Federal Securities Laws. Duties included the ongoing oversight and review of the adequacy and effectiveness of the compliance programs of the Fund and its Service Providers, and the reporting of my findings to the Fund's Board of Directors. As Treasurer, administered, managed and assisted with certain Fund financial activities, including financial reporting and the annual audit of the Fund. Chief Compliance Officer (2003 - 2011) and Treasurer (2003 - 2020), Jensen Investment Management, investment adviser to the Jensen Funds. -
Vice President Of Compliance, And Vice President - Chief Financial OfficerBerger Financial Group Llc And The Berger Funds 1994 - 2003Vice President of Compliance for The Berger Funds and the Berger Financial Group, investment adviser to The Berger Funds (1994 - 2001).Vice President - Chief Financial Officer for the Berger Financial Group (2001 - 2003).
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Compliance Officer And Director Of Internal AuditU.S. Global Investors And The U.S. Global Investors Funds 1987 - 1994Compliance Officer and Director of Internal Audit for the U.S. Global Investors Funds and U.S. Global Investors, investment adviser to the U.S. Global Investor Funds. -
Audit ProfessionalKpmg 1983 - 1986Worked as Staff and Senior Auditor on audits of public and private companies, including firms in the public utilities, manufacturing, financial services, real estate and restaurant sectors.
Brian Ferrie, Cfa Skills
Brian Ferrie, Cfa Education Details
Frequently Asked Questions about Brian Ferrie, Cfa
What company does Brian Ferrie, Cfa work for?
Brian Ferrie, Cfa works for Trust For Advised Portfolios
What is Brian Ferrie, Cfa's role at the current company?
Brian Ferrie, Cfa's current role is Mutual Fund Independent Trustee.
What is Brian Ferrie, Cfa's email address?
Brian Ferrie, Cfa's email address is br****@****ank.com
What is Brian Ferrie, Cfa's direct phone number?
Brian Ferrie, Cfa's direct phone number is +150372*****
What schools did Brian Ferrie, Cfa attend?
Brian Ferrie, Cfa attended The University Of Texas At Austin - Red Mccombs School Of Business.
What skills is Brian Ferrie, Cfa known for?
Brian Ferrie, Cfa has skills like Financial Services, Services, Investment Management, Finance.
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