CoverProfile

Mark Ferdi

Investment Adviser

J Derek Lewis & Associates Inc

United States, California, Newport Beach

About Me

A long-time client, a member of JDL’s Board of Directors, and now, after decades of involvement with the firm, Mark has joined the team as its newest Investment Adviser. Mark brings a unique perspective to JDL with an extensive background of investment experience, through many economic cycles, via tenures at leading commercial real estate and homebuilder operations (CBRE, William Lyon Homes, Centex Homes, The Carlyle Group). Mark, his wife, and two children currently reside in Newport Beach. They love “all things outdoors”, and supporting/helping various Christian organizations/churches. Mark graduated from Pepperdine University (Magna cum Laude), is a voracious non-fiction reader, and can
View more

Profile Information

Investment Adviser

J Derek Lewis & Associates Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Newport Beach

California

United States

May 15, 2024

More profiles to browse

DL
Derek Lewis
President
RK
Robert Knutsen
Chief Executive Officer, Investment Adviser
Profile Photo
Reny (Madjarska) Greenleaf
Investment Adviser and CFO
KD
Kelly Dunagan, Jr.
Managing Partner, Financial & Investment Advisor

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth