Meet our people

Richard (Rick) is responsible for all research and education at Portfolio Solutions, LLC, and is also a member of the firms' investment committee. Rick has over 20 years of experience in the investment industry including over ten years as a financial consultant at two major Wall Street firms. Rick graduated from the University of Rhode Island with a B.S. degree in business and from Walsh College with an M.S. degree in finance. He has also earned the Chartered Financial Analyst (CFA) designation. Rick has published extensively including six books on low-cost investing using index funds and ETFs. Prior to entering the financial industry in 1988, Rick was an officer in the Marine Corps where he flew fighter aircraft. He retired from the USMC reserves in 2001.

You can learn more about Rick and read his biweekly blog postings on low-cost investing strategies at www.RickFerri.com.

Scott is responsible for the overall business operations and compliance at Portfolio Solutions, LLC, and is also a member of the firms' investment committee.  Scott has over fifteen years of experience in the investment industry. Prior to becoming president of Portfolio Solutions, LLC, Scott was the president of Quest Asset Management, LLC, an investment advisor. The firm  merged with Portfolio Solutions in 2001. Scott is a graduate of Walsh College with a B.B.A. degree and a concentration in finance.

Ken is responsible for all aspects and oversight of the investment management department at Portfolio Solutions, LLC and is also a member of the firms Investment Committee.  Ken has over 10 years experience in the investment industry. Prior to joining Portfolio Solutions, Ken was a Portfolio Analyst at Standish Mellon Asset Management in Boston. Prior to Standish Mellon, he was a Mutual Fund Analyst for Investors Bank & Trust Company. Ken is a graduate of Walsh College with a B.B.A. degree and a concentration in investments.

Todd is responsible for working with new prospective clients to learn about their goals and objectives as well as provide education and information about Portfolio Solutions' investment strategies.  Prior to becoming Client Development Manager at Portfolio Solutions, Todd worked with clients in the semiconductor industry for sixteen years while employed at Intel and Texas Instruments.  Todd is a graduate of the University of Illinois, College of Engineering with a B.S. in Computer Science.

Michael is responsible for working with clients to help ensure that their investment strategy is appropriately aligned with their financial goals and objectives. Prior to joining Portfolio Solutions, Michael worked as a Financial Counselor with GreenPath Inc., where he advised clients experiencing personal finance challenges. Prior to GreenPath, Michael worked in the automotive and defense industries developing vehicle and simulation software. Michael is a graduate of Oakland University with an M.S. in Computer Science & Engineering and a Graduate Certificate in Personal Financial Planning. He has also obtained his Certified Financial Planner™ certification.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and   in the U.S.

Aubrey is responsible for oversight of the Client Services Department at Portfolio Solutions, LLC. Her primary functions include implementing client outreach services, supervising client service employees, and ensuring successful client experiences. Prior to becoming the Director of Client Services, Aubrey maintained the position of Client Service Specialist at Portfolio Solutions, LLC for several years.  Aubrey is an MBA graduate of Oakland University. 

Lisa is responsible for working with clients to set up new accounts and transfer assets between custodians, as well as all incoming and outgoing cash transfers. She also performs administrative maintenance on existing client accounts. She previously held the position of Administrative Assistant for Portfolio Solutions.  Lisa is a graduate of Wayne State University in Detroit, MI with a B.A. degree and major in Merchandising.

John is responsible for the overall finance, accounting, human resource and workflow operations at Portfolio Solutions, LLC.  John has over twenty years of finance, accounting and management experience, and is a Certified Public Accountant in the State of Michigan.  Prior to joining Portfolio Solutions, LLC, John was the Director of Finance at IPG, Inc., a commercial architecture and construction firm.  Prior to IPG, John served as the controller and then CFO of Stahls’ Inc., a manufacturing firm specializing in garment products, and was also a Middle Market Group Manager at the Detroit offices of Deloitte LLP.  John is a graduate of Wayne State University in Detroit, MI with a B.B.A. degree and major in Accounting.

Tony is responsible for executing the company’s technical vision leading all aspects of Portfolio Solutions technology development to provide high-quality, cost-effective services to clients.  As the company’s top technology executive, Tony plays an integral role in the strategic direction, development and future growth of the company’s technology platforms.  Prior to becoming Chief Technology Officer at Portfolio Solutions, Tony worked in the technology group at Munder Capital Management.  Tony is a graduate of Western Michigan University with a B.B.A. degree and a concentration in Finance. 

Florence is responsible for managing the firm's regulatory compliance and legal matters.  Prior to joining Portfolio Solutions^®, Florence held a position as a Compliance and Corporate Counsel Associate for an investment management firm and previously held a Director position at Wayne State University.  Before Wayne State University, Florence served for 20 years as a Supervisory Special Agent, Program Coordinator and Legal Advisor at the Federal Bureau of Investigation/U.S. Department of Justice.  Florence received her JD from Michigan State University and her LLM in Tax Law from Wayne State University.

Jennifer is responsible for the development, strategy, and execution of Portfolio Solutions' marketing activities.  She has over 18 years of experience in marketing, graphic design and web development. Prior to joining Portfolio Solutions, Jennifer was the Director of Marketing at the Vision Institute of Michigan. Jennifer also served as the Corporate Internet Director and Corporate Creative Director at BNP Media. Jennifer graduated from Carnegie Mellon University with honors, receiving a B.A. in Professional Writing with a concentration in Graphic Design.

Joshua is responsible for technology development at Portfolio Solutions. He provides hardware/software support, technology troubleshooting  and helps integrate new applications into our IT infrastructure. Joshua is certified in computer hardware and software and has been working with computers for many years. He previously provided IT development and support for Secure Check Cashing.  Joshua is currently working towards a degree in Computer Science from Central Michigan University.

Shannon is responsible for daily administrative office duties at Portfolio Solutions^®. She previously worked for Batton Technical as an Administrative Assistant.  Shannon is currently working towards a degree in Business Administration from Macomb Community College.