iBegin.com Homepage
Search for:
around


Managing Director and Principal

Zack Perry, Robertson Stephens Business Information

Name:
Zack Perry, Robertson Stephens
Address:
200 Tamal Plaza
Ste 109
City:
Corte Madera
State:
California, US
Zip Code:
94925
Telephone:
(415) 307-5968
Fax:
n/a
Website URL:
https://rscapital.com/team/zack-perry-cfa/
Facebook:
n/a
Twitter:
n/a
Categories:
Financial Advisory Services
Financial Planning Consultants
Investments
Hours:
M-F 9am-5pm, Sa-Su Closed
Services:
Portfolio Management, investment management, trading
Products:
n/a
Brands:
Robertson Stephens
Specialties:
Small cap stocks, Private real estate, concentrated stock hedging, options, private equity, venture capital
Coordinates:
37.935767, -122.519387
Accepted Payment:
Contact:
[email protected]

About Zack Perry, Robertson Stephens

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.



Photos & Pictures of Zack Perry, Robertson Stephens (view all)





Map




Other Businesses in Corte Madera: