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Mr. Ferrera has 30 years of experience managing Latin American and multinational corporate relationships, 13 years in the Banking industry, and 17 years in Investments.
He joined Prudential Securities in NY at the International & Special Accounts Division in 2001, where
he provided investment services to international high net worth families and corporations. His last position at Wells Fargo Advisors, formerly Prudential Securities/Wachovia Securities, LLC., was managing director, investment officer at International Miami Office.
Prior to Prudential Securities, Mr. Ferrera was a Regional Vice President at Banco Santander, Banco de Venezuela, where he worked for 5 years and was member of the risk committee while managing a group of five corporate managers.
Mr. Ferrera experience at Independent Broker-Dealers start in 2009 as Managing Director of Global Capital Advisors, A Division of Northeast Securities, and more recently, Managing Director of Wealth Management Division at Global Investor Services, LC. until April 2017. Mr. Ferrera has in depth knowledge in end client’s needs, and has cooperated closely with company management and shareholders to develop business units.
Mr. Ferrera is a managing member of the Investment Advisory Firm “Advisory Investor Services, LLC”, a company dedicated to providing investment advisory services to high net worth individuals since 2014.
Education: Master in Finance from Baruch College, Zicklin School of Business, NY., Valedictorian, July 2000. BS in Economics July 1990; and a Specialization in Corporate Economics, Universidad Catolica Andres Bello, July 1994. Financial Industry Licenses: (S7), (S63) and (S66)