Richard J. Perry, Jd, Cima®

Richard J. Perry, Jd, Cima® Email and Phone Number

Senior Portfolio Manager @ Esteem Wealth Partners
Cincinnati, OH, US
Richard J. Perry, Jd, Cima®'s Location
Cincinnati, Ohio, United States, United States
Richard J. Perry, Jd, Cima®'s Contact Details

Richard J. Perry, Jd, Cima® work email

Richard J. Perry, Jd, Cima® personal email

n/a
About Richard J. Perry, Jd, Cima®

Portfolio manager with extensive investment experience and expertise within the high-net-worth individual and institutional markets.

Richard J. Perry, Jd, Cima®'s Current Company Details
Esteem Wealth Partners

Esteem Wealth Partners

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Senior Portfolio Manager
Cincinnati, OH, US
Richard J. Perry, Jd, Cima® Work Experience Details
  • Esteem Wealth Partners
    Senior Portfolio Manager
    Esteem Wealth Partners
    Cincinnati, Oh, Us
  • Esteem Wealth Partners - Northwestern Mutual Private Client Group
    Senior Portfolio Manager
    Esteem Wealth Partners - Northwestern Mutual Private Client Group Jan 2023 - Present
    Cincinnati Metropolitan Area
    Promoted to more senior level position based on client relationships and industry expertise.
    View
  • Esteem Wealth Partners - Northwestern Mutual Private Client Group
    Portfolio Manager
    Esteem Wealth Partners - Northwestern Mutual Private Client Group Nov 2020 - Mar 2023
    Cincinnati Metropolitan Area
    Head of investment management. Proactively design and implement sophisticated investment solutions for high-net-worth clientele, integrating investment management, financial planning, insurance, and estate planning solutions. Firm expertise in the executive, business owner, and physician market segments. Expert guidance and thought leadership regarding equity, fixed income, and alternative investments. Deep team experience in comprehensive financial planning meeting complex client objectives.
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  • Business Owner
    Business Owner/Business Broker
    Business Owner Aug 2012 - Nov 2020
    Cincinnati, Ohio
    Co-founder and owner of an ecommerce business. Business broker and advisor assisting in the valuation and sales of privately-owned business.
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  • Cincinnati State Foundation
    Board Member - Volunteer
    Cincinnati State Foundation Jan 2011 - Dec 2016
    Cincinnati, Ohio
    Member of Investment CommitteeMember of Governance Committee
  • Pnc Institutional Investments
    Market Director
    Pnc Institutional Investments Feb 2010 - Aug 2012
    Cincinnati, Ohio Area
    Market Director for Cincinnati /Dayton/Northern Kentucky markets for PNC Institutional Investments.Served as Portfolio Manager - promoted to Market Director.
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  • Institutional Asset Management
    Legg Mason Institutional Funds/Western Asset Institutional Funds, Fort Washington Investment Adv.
    Institutional Asset Management Aug 2003 - Feb 2010
    Cincinnati, Oh And Baltimore, Md
    Senior Manager at American Realty AdvisorsRegional Business Director at Fort Washington Inv. Advisors/Capital PartnersPortfolio Specialist with Legg Mason Institutional Funds & Western Asset Funds
  • Fund Evaluation Group
    Consultant - Senior Vice President
    Fund Evaluation Group Apr 1998 - Jul 2003
    Consultant for Institutional Investors, including Endowments, Foundations, Corporations, Family Offices, and High Net Worth Individuals.
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Richard J. Perry, Jd, Cima® Skills

Investments Portfolio Management Alternative Investments Equities Asset Management Asset Allocation Investment Strategies Mutual Funds Securities Wealth Management Series 7 Institutional Investments Financial Analysis Investment Advisory High Net Worth Individuals Asset Managment Investment Management Institutional Investors Risk Management Hedge Funds Due Diligence Strategic Planning Fixed Income Treasury Management Private Equity

Richard J. Perry, Jd, Cima® Education Details

Frequently Asked Questions about Richard J. Perry, Jd, Cima®

What company does Richard J. Perry, Jd, Cima® work for?

Richard J. Perry, Jd, Cima® works for Esteem Wealth Partners

What is Richard J. Perry, Jd, Cima®'s role at the current company?

Richard J. Perry, Jd, Cima®'s current role is Senior Portfolio Manager.

What is Richard J. Perry, Jd, Cima®'s email address?

Richard J. Perry, Jd, Cima®'s email address is rj****@****msn.com

What schools did Richard J. Perry, Jd, Cima® attend?

Richard J. Perry, Jd, Cima® attended University Of Cincinnati College Of Law, Yale School Of Management, Thomas More College.

What are some of Richard J. Perry, Jd, Cima®'s interests?

Richard J. Perry, Jd, Cima® has interest in Alternative Investments, Macro Economics, Social Services, Boating, Law, Economic Empowerment, Investments, Outdoor Activities, Politics, Education.

What skills is Richard J. Perry, Jd, Cima® known for?

Richard J. Perry, Jd, Cima® has skills like Investments, Portfolio Management, Alternative Investments, Equities, Asset Management, Asset Allocation, Investment Strategies, Mutual Funds, Securities, Wealth Management, Series 7, Institutional Investments.

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