Zack Perry, CFA® - Robertson Stephens Wealth Management, LLC

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:
Mon: 9:00 am - 5:00 pm
Tue: 9:00 am - 5:00 pm
Wed: 9:00 am - 5:00 pm
Thu: 9:00 am - 5:00 pm
Fri: 9:00 am - 5:00 pm
Sat: Closed
Sun: Closed

For more information, please contact us with the details below:

Contact Telephone:
(415) 500-6810

Contact Email:
[email protected]