Zack Perry, CFA® - Robertson Stephens Wealth Management, LLC
ID: #1398807
Listed In : Investment Consultants
Business Description
Zack is a Managing Director at Robertson Stephens in Marin, specializing in wealth management, investment management, and financial planning for individuals, families, and business owners. With over 20 years of investment experience, Zack brings deep expertise in portfolio management, asset allocation, and long-term wealth strategy. Prior to Robertson Stephens, he was Co-CIO and Partner at Vine Street Wealth Management and previously managed a successful small cap strategy at Franklin Templeton, growing assets from $10 million to over $1 billion. As a CFA charterholder, Zack delivers disciplined, fiduciary-driven investment guidance tailored to each client's goals.
Business Hours
Monday : 09:00 - 17:00
Tuesday : 09:00 - 17:00
Wednesday : 09:00 - 17:00
Thursday : 09:00 - 17:00
Friday : 09:00 - 17:00
Saturday - Closed
Sunday - Closed
