Paul Ferrante, CFA, CFP® in

Paul Ferrante, CFA, CFP®

Editor · DISC type CS
VP - Portfolio Manager at BlackRock
📍 New York City Metropolitan Area, United States

Paul Ferrante is a Vice President and Portfolio Manager at BlackRock, specializing in equity and multi-asset SMA strategies. With a tenure at the firm dating back to 2007, he focuses on managing and servicing client portfolios and partners with financial advisors. He holds both CFA and CFP designations and earned an MA from the University of Pennsylvania.

Outside of his primary role, Paul is actively involved in alumni engagement, serving as the Vice President of the Penn State Smeal College of Business MBA Alumni Association. He has also studied abroad in Florence, Italy, and holds multiple certifications in Python, indicating an interest in data science and programming.

An interesting fact is that Paul began his academic career with a Bachelors degree in Biology and a minor in Chemistry.

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Experience
18 Years
Current Role
VP - Portfolio Manager
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Paul shows up

Slow Buyer
Self-Disciplined
Skeptic

They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Paul cares about

Retirement Solutions
Frequently shares BlackRock's "Read on Retirement" reports, indicating a professional focus on long-term savings strategies and industry trends.
Tax-Efficient Investing
His activity shows an interest in the tax advantages of investment vehicles like ETFs, a key topic for client portfolio optimization.
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Career

Work history

1-2021
VP - Portfolio Manager
BlackRock
8-2018 - 12-2020
Associate Portfolio Manager
BlackRock
1-2013 - 8-2018
Associate
BlackRock
7-2007 - 1-2013
Analyst - Private Investors Group
BlackRock
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2006 - 2008
MA
University of Pennsylvania
2003 - 2005
MBA
Penn State Smeal College of Business
2004
Non-Degree Certificate
Università degli Studi di Firenze
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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