Zack Perry, CFA®

Managing Director, Principal

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.

Zack earned an MBA from The Wharton School at the University of Pennsylvania and a BA in Psychology from Princeton University. He has been designated a CFA charterholder and is a member of the CFA Society of San Francisco.

Zack currently serves as the finance committee chair for the San Francisco Board of Summer Search. In his spare time, Zack enjoys outdoor activities such as golfing, skiing and tennis, coaching his children’s sports teams and participating in the local community.