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Last updated: 4 months ago
Listed in:
Investment Services
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Financial Planning
About Zack Perry, Robertson Stephens
Zack is Managing Director in the Investment Office at Robertson Stephens. Previously, he was Co-CIO and a Partner at Vine Street Wealth Management with John Bernabei. Prior to starting Vine Street, Go to full description...
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Email address:
zach.perry@rscapital.com
Zack is Managing Director in the Investment Office at Robertson Stephens. Previously, he was Co-CIO and a Partner at Vine Street Wealth Management with John Bernabei.
Prior to starting Vine Street, Zack spent 19 years at several investment management firms. The first 13 years were at Franklin Templeton, where he spent 10 years running a successful small cap product which he grew from $10 million to over $1 billion in assets. After Franklin, he was a Principal and Portfolio Manager at Osterweis Capital Management.
Services:
Portfolio Management, investment management, trading
Specialties:
Small cap stocks, Private real estate, concentrated stock hedging, options, private equity, venture capital
Languages:
English
Brands:
Robertson Stephens