Izabela Perry
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Izabela Perry Email & Phone Number

Private Client Service Associate at Osterweis Capital Management
Location: San Francisco Bay Area, United States, United States 9 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Osterweis Capital Management
Role
Private Client Service Associate
Location
San Francisco Bay Area, United States, United States
Company size
71 employees

Who is Izabela Perry? Overview

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Quick answer

Izabela Perry is listed as Private Client Service Associate at Osterweis Capital Management, a company with 71 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Izabela Perry.

Izabela Perry previously worked as SENIOR ASSOCIATE, CLIENT SERVICE at Northrock Partners and Client Service Manager at Minkoff Wealth Partners. Izabela Perry holds Master Of Public Administration - Mpa, Health Policy And Management from New York University.

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Email format at Osterweis Capital Management

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Osterweis Capital Management

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Profile bio

About Izabela Perry

Izabela Perry is a Private Client Service Associate at Osterweis Capital Management.

Current workplace

Izabela Perry's current company

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Osterweis Capital Management
Osterweis Capital Management
Private Client Service Associate
California, United States
Website
osterweis.com
Employees
71
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9 roles

Izabela Perry work experience

A career timeline built from the work history available for this profile.

Senior Associate, Client Service

Current
Northrock Partners

San Francisco, California, United States

Oct 2023 - Present

Client Service Manager

Minkoff Wealth Partners

San Rafael, California, United States

Jun 2020 - Oct 2023

Associate Broker

Century 21 Marin Alliance

San Rafael, California, United States

Jul 2007 - Jan 2011

Division Administrator

New York University School Of Medicine

New York, New York, United States

Nov 2005 - Dec 2006

Administrative Resident

Morgan Stanley Children'S Hospital Of Nyp

New York, New York

Jun 2004 - Jun 2005

Financial Analyst

Lehman Brothers

New York, New York, United States

Jul 2000 - Sep 2003
Team & coworkers

Colleagues at Osterweis Capital Management

Other employees you can reach at osterweis.com. View company contacts for 71 employees →

SL Simon Lee Simon Lee Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States View → WG William Ginchereau William Ginchereau Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States View → MS Mark Schug Mark Schug Colleague at Osterweis Capital ManagementScituate, Massachusetts, United States, United States View → CA C- Anne Hartman C- Anne Hartman Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States View → PC Philip Cramer Philip Cramer Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States View → NF Nael Fakhry Nael Fakhry Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States View → TJ Tracy Jacks Tracy Jacks Colleague at Osterweis Capital ManagementSan Francisco, California, United States, United States View → SC Scott Coleman, Cfa Scott Coleman, Cfa Colleague at Osterweis Capital ManagementWayne, Pennsylvania, United States, United States View → SR Sean Ryan Sean Ryan Colleague at Osterweis Capital ManagementFlossmoor, Illinois, United States, United States View → CP Charlie Powell Charlie Powell Colleague at Osterweis Capital ManagementVancouver, Washington, United States, United States View →
2 education records

Izabela Perry education

Master Of Public Administration - Mpa, Health Policy And Management

New York University
FAQ

Frequently asked questions about Izabela Perry

Quick answers generated from the profile data available on this page.

What company does Izabela Perry work for?

Izabela Perry works for Osterweis Capital Management.

What is Izabela Perry's role at Osterweis Capital Management?

Izabela Perry is listed as Private Client Service Associate at Osterweis Capital Management.

Where is Izabela Perry based?

Izabela Perry is based in San Francisco Bay Area, United States, United States while working with Osterweis Capital Management.

What companies has Izabela Perry worked for?

Izabela Perry has worked for Osterweis Capital Management, Northrock Partners, Minkoff Wealth Partners, Marinwood Community Services District, and Minkoff & Associates - Ameriprise Private Wealth Advisors.

Who are Izabela Perry's colleagues at Osterweis Capital Management?

Izabela Perry's colleagues at Osterweis Capital Management include Simon Lee, William Ginchereau, Mark Schug, C- Anne Hartman, and Philip Cramer.

How can I contact Izabela Perry?

You can use AeroLeads to view verified contact signals for Izabela Perry at Osterweis Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Izabela Perry attend?

Izabela Perry holds Master Of Public Administration - Mpa, Health Policy And Management from New York University.

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