Board of Directors

To maximize the impact of your donations, the members of the Board of Directors serve as unpaid corporate officers.

Executive officers

Rick Ferri

President Rick Ferri is a US Marine Corps officer and fighter pilot now retired, a former stockbroker, adjunct college professor, a former low-fee advisory firm founder, and now an hourly-fee consultant. He is the author of several investment books. In

William Bernstein

Vice President William Bernstein, Ph.D., M.D., is a retired neurologist. Known for his website on asset allocation and portfolio theory, Efficient Frontier, Dr. Bernstein is also a co-principal in a money management firm and has authored several best-selling books on

Ben Holland

Treasurer Ben Holland currently serves as the Controller for the County of Butler in Pennsylvania. As County Controller, he serves as a member and Secretary of the County’s Retirement Board; and also as a member of the County’s Prison Board

Board of Directors

Christine Benz

Board member Christine Benz, CFP®, is Morningstar’s director of personal finance and author of two investment books. She serves as the director of media relations for The John C. Bogle Center for Financial Literacy.

Dr. Ricardo Guerra

Board member Dr. Ricardo Guerra is a medical doctor specializing in cardiovascular medicine. He is graduate of Harvard University and subsequently received his medical degree at the University of California, San Francisco.

Andrew Bogle

Andrew Bogle is a son of John Bogle. He was educated at Vanderbilt University. He serves on the alumni board of the Owen Graduate School of Management at Vanderbilt University, on the alumni board of Connecticut College.


Photograph credits: William Bernstein, courtesy of Greg Jones; Ben Holland, courtesy of Gene Lechmanicks.