ZACK PERRY, CFA
Zack is Co-CIO and a Partner at Vine Street Wealth Management.
Prior to starting Vine Street, Zack spent 19 years at several investment management firms. The first 13 years were at Franklin Templeton, of which he spent 10 years running a successful small cap product, which he grew from $10 million to over $1 billion in assets. After Franklin, he was a Principal and Portfolio Manager at Osterweis Capital Management.
Zack earned an MBA from The Wharton School at the University of Pennsylvania and a BA in Psychology from Princeton University. He has been designated a CFA charterholder and is a member of the CFA Society of San Francisco.
Zack currently serves as the finance committee chair for the San Francisco board of Summer Search. He also serves on the financial committee at the Meadow Club.
John is a Partner at Vine Street Wealth Management.
Prior to Vine Street, he spent 22 years in institutional equity research sales and capital markets at CLSA, Wells Fargo and Prudential. In this role, John regularly delivered investment advice and recommendations to some of world’s largest investment management firms. He frequently interacted with corporate executives while researching ideas and placing both public and private equity transactions.
John holds a mechanical engineering degree from
Michigan State and an MBA from The Marshall School
at University of Southern California.