• Skip to main content
  • Skip to footer

Robertson Stephens

(415) 500-6810 My Plan My Portfolio
  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

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.

Print Friendly, PDF & Email

Connect With Zack

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.
  • Meet the Marin County, CA Team

Back to Entire Firm

Previous Firm Member

Next Firm Member

We are driven by innovation and offer comprehensive solutions that are designed to help ensure your
long-term financial success.

Talk To Us

Footer


Brochure Disclosures Contact Us
455 Market Street, Suite 1600
San Francisco, CA 94105
p: (415) 500-6810
e: info@rscapital.com
Who We Are
What We Do
Insights
News Room
Join The Team
Who We Are | What We Do | Insights | News Room | Join The Team

Copyright © 2023 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio