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      Zack Perry, Robertson Stephens

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      Investment Management, Financial Planners, Financial Services

      200 Tamal Plz Ste 109, Corte Madera, CA 94925

      415-307-5968

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      Today: 9:00 am - 5:00 pm
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      DETAILS
      General Info
      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.
      Hours
      Regular Hours
      Mon - Fri:
      Sat - SunClosed
      Categories
      Investment Management, Financial Planners, Financial Services, Investment Advisory Service, Investments
      Services/Products
      Portfolio Management investment management trading
      Brands
      Robertson Stephens
      Other Link

      https://rscapital.com/team/zack-perry-cfa/

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.