Mr. Perry joined First Republic in 2017 and leads his team’s investment and financial planning initiatives. He works closely with the other Private Wealth Professionals to leverage both First Republic’s and the financial industry’s vast array of resources and solutions to provide clients with the most innovative products available. Mr. Perry specialized in, among others, asset allocation and investment strategies, trust and estate planning and retirement analysis.
Mr. Perry received his bachelor's degree in economics from Hamilton College. He is a CERTIFIED FINANCIAL PLANNERTM professional. Mr. Perry is also a Certified Investment Management AnalystSM which is administered from the Investment Management Consultants Association and taught in conjunction with University of Pennsylvania’s Wharton School.
Wealth Management Experience: Since 2001
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