Paul Ferreri Paul Ferreri founded Blossom Investment Management after 10 years of portfolio experience with the investment bank Morgan Stanley. Paul honed his portfolio management skills at McClurg Capital Corporation where, in 2006, he developed the Energy Innovation Portfolio, predecessor to the Sustainable Technology Fund he manages today. Prior to Morgan Stanley, Paul worked for Alex Brown & Sons on their Municipal Bond Desk. He is a member of Environmental Entrepreneurs (E2), a national community of business people who believe in protecting the environment while building economic prosperity. Paul served as a Green Ribbon committee member in his home town of San Rafael, CA. which resulted in the San Rafael City Council unanimously adopting the city's first climate-change action plan. Paul also served on the Board for the Green MBA Portfolio Dominican University, the first student run clean technology investment portfolio. A father of two, Paul is a 1994 graduate of Johns Hopkins University.
Blossom Wealth Management created the Advisory Council to provide a resource for our clients should they need respected professionals in diverse fields. The Council members are not involved in our asset management business nor do they provide investment advice. |
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