United States
+1 4155006810
https://rscapital.com/team/zack-perry-cfa/ https://rscapital.com/tea...
Updated on August 18, 2026
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Zack is a Managing Director at Robertson Stephens in Marin, specializing in wealth management, investment management, and financial planning for individuals, families, and business owners. With over 20 years of investment experience, Zack brings deep expertise in portfolio management, asset allocation, and long-term wealth strategy. Prior to Robertson Stephens, he was Co-CIO and Partner at Vine Street Wealth Management and previously managed a successful small cap strategy at Franklin Templeton, growing assets from $10 million to over $1 billion. As a CFA charterholder, Zack delivers disciplined, fiduciary-driven investment guidance tailored to each client's goals.
The headquarters of Zack Perry, CFA® - Robertson Stephens Wealth Management is located at United States.
The contact phone number for Zack Perry, CFA® - Robertson Stephens Wealth Management is +1 4155006810.
The official website for Zack Perry, CFA® - Robertson Stephens Wealth Management is https://rscapital.com/team/zack-perry-cfa/.
The representative of Zack Perry, CFA® - Robertson Stephens Wealth Management is Office Manager.
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