Senior Vice President And Investment Counselor
Current
2012 - Present
~14 yrs 5 mos
AeroLeads people directory · profile
David Ferry Email & Phone Number
Senior Vice President and Investment Counselor at Capital Group Private Client Services
at
Capital Group Private Client Services
1 work email found
@thecapitalgroup.com
1 phone found area 866
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Vice President and Investment Counselor at Capital Group Private Client Services
Location
New York, New York, United States
Company size
Who is David Ferry? Overview
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Quick answer
David Ferry is listed as Senior Vice President and Investment Counselor at Capital Group Private Client Services at Capital Group Private Client Services, a company with 151 employees, based in New York, New York, United States. AeroLeads shows a work email signal at thecapitalgroup.com, phone signal with area code 866, and a matched LinkedIn profile for David Ferry.
David Ferry previously worked as Senior Vice President and Investment Counselor at Capital Group Private Client Services and Partner at Empirical Research Partners. David Ferry holds Bs, Business Administration from West Chester University Of Pennsylvania.
Company email context
Email format at Capital Group Private Client Services
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{first_initial}{last}@thecapitalgroup.com
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AeroLeads found 1 current-domain work email signal for David Ferry. Compare company email patterns before reaching out.
Profile bio
About David Ferry
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.
Current workplace
David Ferry's current company
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Capital Group Private Client Services
4 roles · 14 years
David Ferry work experience
A career timeline built from the work history available for this profile.
Partner
Investment portfolio strategy and quantitative research boutique
Nov 2003 - Aug 2011
Partner
Jan 2001 - Jul 2003
Principal
Nov 1987 - Dec 2000
Team & coworkers
Colleagues at Capital Group Private Client Services
Other employees you can reach at capitalgrouppcs.com. View company contacts for 151 employees →
MD
Mary Dobbins
Colleague at Capital Group Private Client ServicesLos Angeles, California, United States, United States
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TR
Tracey Rinaldi
Colleague at Capital Group Private Client ServicesNew York, New York, United States, United States
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JN
Jorge Negrete
Colleague at Capital Group Private Client ServicesLos Angeles, California, United States, United States
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NH
Nicole Hultin-Dunne
Colleague at Capital Group Private Client ServicesGreater Chicago Area, United States
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AD
Alexandra Dialynas
Colleague at Capital Group Private Client ServicesUnited States, United States
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AH
Alexander Hwang, Crpc®
Colleague at Capital Group Private Client ServicesLos Angeles, California, United States, United States
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SM
Sierra M.
Colleague at Capital Group Private Client ServicesSanta Monica, California, United States, United States
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SM
Sandra Morelli
Colleague at Capital Group Private Client ServicesAtlanta, Georgia, United States, United States
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TT
Tracy Thompson
Colleague at Capital Group Private Client ServicesLos Angeles, California, United States, United States
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TH
Tracy Hess
Colleague at Capital Group Private Client ServicesReno, Nevada, United States, United States
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Mary Dobbins
Colleague at Capital Group Private Client ServicesLos Angeles, California, United States, United States
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TR
Tracey Rinaldi
Colleague at Capital Group Private Client ServicesNew York, New York, United States, United States
View →
JN
Jorge Negrete
Colleague at Capital Group Private Client ServicesLos Angeles, California, United States, United States
View →
NH
Nicole Hultin-Dunne
Colleague at Capital Group Private Client ServicesGreater Chicago Area, United States
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AD
Alexandra Dialynas
Colleague at Capital Group Private Client ServicesUnited States, United States
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AH
Alexander Hwang, Crpc®
Colleague at Capital Group Private Client ServicesLos Angeles, California, United States, United States
View →
SM
Sierra M.
Colleague at Capital Group Private Client ServicesSanta Monica, California, United States, United States
View →
SM
Sandra Morelli
Colleague at Capital Group Private Client ServicesAtlanta, Georgia, United States, United States
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TT
Tracy Thompson
Colleague at Capital Group Private Client ServicesLos Angeles, California, United States, United States
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TH
Tracy Hess
Colleague at Capital Group Private Client ServicesReno, Nevada, United States, United States
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1 education record
David Ferry education
FAQ
Frequently asked questions about David Ferry
Quick answers generated from the profile data available on this page.
What company does David Ferry work for?
David Ferry works for Capital Group Private Client Services.
What is David Ferry's role at Capital Group Private Client Services?
David Ferry is listed as Senior Vice President and Investment Counselor at Capital Group Private Client Services at Capital Group Private Client Services.
What is David Ferry's email address?
AeroLeads has found 1 work email signal at @thecapitalgroup.com for David Ferry at Capital Group Private Client Services.
What is David Ferry's phone number?
AeroLeads has found 1 phone signal(s) with area code 866 for David Ferry at Capital Group Private Client Services.
Where is David Ferry based?
David Ferry is based in New York, New York, United States while working with Capital Group Private Client Services.
What companies has David Ferry worked for?
David Ferry has worked for Capital Group Private Client Services, Empirical Research Partners, Alliancebernstein, and Sanford C. Bernstein.
Who are David Ferry's colleagues at Capital Group Private Client Services?
David Ferry's colleagues at Capital Group Private Client Services include Mary Dobbins, Tracey Rinaldi, Jorge Negrete, Nicole Hultin-Dunne, and Alexandra Dialynas.
How can I contact David Ferry?
You can use AeroLeads to view verified contact signals for David Ferry at Capital Group Private Client Services, including work email, phone, and LinkedIn data when available.
What schools did David Ferry attend?
David Ferry holds Bs, Business Administration from West Chester University Of Pennsylvania.
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