Henry Perry Email & Phone Number

I am a finance professional with a strong foundation in investment performance analysis and a passion for real estate investment and management. As a graduate of Southern Methodist University with a Bachelor’s degree in Finance from the Cox School of Business, I have cultivated a solid academic foundation complemented by hands-on experience in client advisory, financial reporting, and data analysis.Currently, I serve as an Investment Performance Analyst at Cambridge Associates, where I produce detailed investment reports for diverse clients, ensuring data accuracy and financial precision across multiple asset classes. In this role, I’ve also taken on mentorship responsibilities, guiding new colleagues to enhance efficiency and accuracy in their work.Previously, I interned at Tolleson Wealth Management, where I collaborated with senior management on market analyses, client portfolio audits, and strategic financial plans for high-net-worth clients. I also completed a position with Vanguard Group and contributed to donor research as a DEA Research Analyst at Southern Methodist University.Beyond professional achievements, I am committed to community engagement, volunteering with organizations like Habitat for Humanity and Boys & Girls Clubs of America. Additionally, I’ve held leadership roles in Delta Sigma Pi, serving as Assistant Pledge Educator, and actively participated in the SMU Real Estate Club to explore industry trends and expand my network.With expertise in tools like Bloomberg, Power BI, and SQL, coupled with certifications such as Microsoft Office Specialist: Excel Expert, I am eager to bring my analytical skills and collaborative mindset to opportunities in asset management, real estate investment, or financial advisory.