Brian Ferry, CFA
Brian Ferry is a Senior Portfolio Manager supporting the Wasmer Schroeder taxable bond strategies at Schwab Asset Management.
Previously, Mr. Ferry was a vice president and senior portfolio manager at Wasmer Schroeder, responsible for co-managing the taxable strategies. (Schwab Asset Management became the investment adviser for the Wasmer Schroeder Strategies in 2020.) He joined Wasmer Schroeder as an analyst for taxable strategies, providing qualitative and quantitative research and performance analysis across all sectors of taxable markets.
Mr. Ferry earned a Bachelor of Science in finance from Miami University. He is a CFA® charterholder and is a member of the CFA Society of Cleveland and the CFA Institute.