Zack Perry, Robertson Stephens

Zack Perry, Robertson Stephens
200 Tamal Plaza , Ste 109
Corte Madera
California
94925
United States
Tel: (415) 307-5968


Business Information
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.


Photo
Opening Times
Mon-Fri 9am-5pm, Sat-Sun Closed


Services:
Portfolio Management, investment management, trading

Brands:
Robertson Stephens

Specialties:
Small cap stocks, Private real estate, concentrated stock hedging, options, private equity, venture capital

Languages:
English
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