Zack W. Perry
Fondatore presso Vine Street Wealth Management LLC
Profilo
Mr. Zack W.
Perry is Vice President & Portfolio Manager at Osterweis Capital Management, Inc.
Prior to joining Osterweis Capital Management in 2008, Mr. Perry was Vice President and Equity Portfolio Manager at Franklin Templeton Investments.
Mr. Perry received BA in Psychology from Princeton University and MBA from the University of Pennsylvania-The Wharton School.
He also holds CFA designation.
Posizioni attive di Zack W. Perry
| Società | Posizione | Inizio |
|---|---|---|
Vine Street Wealth Management LLC
 Vine Street Wealth Management LLC Investment ManagersFinance Vine Street Wealth Management LLC provides wealth management services. It offers globally diversified portfolio, low-cost implementation, tax optimization, and risk management solutions. The company was founded by John Bernabei and Zack Perry and is headquartered in Mill Valley, CA. | Fondatore | - |
Precedenti posizioni note di Zack W. Perry
| Società | Posizione | Fine |
|---|---|---|
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Gestore di Portafoglio-Azioni | 30/04/2014 |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Analyst-Equity | 31/12/2007 |
Formazione di Zack W. Perry
| Princeton University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Finance |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Finance |
Vine Street Wealth Management LLC
Vine Street Wealth Management LLC Investment ManagersFinance Vine Street Wealth Management LLC provides wealth management services. It offers globally diversified portfolio, low-cost implementation, tax optimization, and risk management solutions. The company was founded by John Bernabei and Zack Perry and is headquartered in Mill Valley, CA. | Finance |
- Borsa valori
- Insiders
- Zack W. Perry
