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Kyle Ferry, CFA, CPA

Kyle Ferry, CFA, CPA

Staff Accountant

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location of Kyle Ferry, CFA, CPANew York, New York, United States

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  • Timeline

  • About me

    Investment Analytics and Data Science

  • Education

    • Pace University - Lubin School of Business

      -
      Bachelor of Business Administration - BBA Accounting

    • Pace University - Seidenberg School of Computer Science and Information Systems

      2024 - 2025
      Master of Science - MS Data Science

  • Experience

    • Carlsmith Ball LLP

      Aug 2008 - Feb 2010
      Staff Accountant

    • Geller & Company

      May 2010 - Jan 2016
      Financial Analyst

    • Maier Markey & Justic LLP

      Jul 2012 - Sept 2012
      Audit Intern

    • Geller Advisors LLC

      Jan 2016 - Dec 2024

      • Manager - Portfolio Analyst

        Jan 2019 - Dec 2024

      • Investment Performance Analyst

        Jan 2016 - Jan 2019

    • Investment Office

      Jan 2025 - now
      Manager

    • Corient

      Jan 2025 - Jan 2025
      Senior Director, Investments

  • Licenses & Certifications

    • Artificial Intelligence: Implications for Business Strategy

      MIT Sloan School of Management
      Jan 2024
      View certificate certificate

    • Certified Public Accountant

      New York State Board of Accountancy
      Oct 2014

    • CFA Level III exam passed

      CFA Institute
      Jun 2019

    • CFA Level I exam passed

      CFA Institute
      Jun 2017
      View certificate certificate

    • CFA Level II exam passed

      CFA Institute
      Jun 2018
      View certificate certificate

    • Data Analysis with Python in Excel Certification Exam

      Anaconda, Inc.
      Oct 2023
      View certificate certificate

    • CFA Charter Holder

      CFA Institute