Public Profile

First Name

Audrey

Last Name

Fersten

Username

audrey-ferstenforvis-com

About Me

Bio

Audrey has more than 20 years of experience in wealth management, having worked for multiple investment advisory firms since 2002.  She has significant investment management relationships and provided financial planning and investment services to many high-net-worth families, institutions as well as foundations and endowments.  She quarterbacks the wealth management process by focusing on retirement, financial education, tax and estate planning.  In addition, she counsels clients on budget and credit issues, business exit strategies, as well as the psychology of money, and the potential impact wealth has on a client, their overall family and ultimate happiness. Women in transition is also of key interest in her career.

Audrey is active in the Houston community, serving as a member of the board of trustees of the Houston Jewish Community Foundation, as an advisory board member of Inprint Houston, as well as a Texas Children’s Hospital Ambassador, and active member of Brith Shalom. She also volunteers her time with West U Softball Association (WUSA), Emery High School and Trafton Academy.

She is a graduate of McGill University, Montreal, Canada, with a BComm. degree, a graduate of The Jones Graduate School of Management at Rice University, Houston, Texas with a Masters of Business Administration. Audrey and her husband, Bradley Sabloff, are the proud parents of five medium-sized children.

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