Board of Advisors
Perry is a New York native and 35 year resident of Seattle. In the last 25 years he has been a Wealth Advisor previously having held roles as a regulator of the investment industry and compliance and operations chief. Perry currently manages a team of advisors and staff serving high net worth individuals and families locally and nationally.
Perry is very involved in the Seattle philanthropic community having served on the boards of: The Center for Infectious Disease Research, Seattle Children’s Theatre, the University Child Development School, United Way of King County, and committees and advisory groups for a number of other organizations, including chairing audit and endowment committees, finance and executive committees for a number of organizations. In addition Perry lectures in the Seattle region teaching non-profit development skills related to planned giving for non-profit organizations specific to an expertise he has developed. Perry and his wife are dedicated travelers, cooks and parents of a now 22 year old, career launched daughter. His current sports passions are squash and soccer, after a lifetime of wilderness travel.