Richard J. Perry

About Richard J. Perry

Portfolio manager with extensive investment experience and expertise within the…

Experience

1. Senior Portfolio Manager

   Esteem Wealth Partners - Northwestern Mutual Private Client Group

   Nov 2020 — Present · Cincinnati, OH, US

   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.

Education

• University of Cincinnati College of Law

  Juris Doctor, Law

  1994 — 1997

• Yale School of Management

  Executive Education, Investment Management Theory & Practice

• Thomas More University

  BA, Economics

  1991 — 1994

Skills

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