Zack Perry, Robertson Stephens
Tracy Lamond CFA-TLC Investment Management
4 Oak Forest Rd, Novato, CA 94949
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- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 415-307-5968
- Address:
- 200 Tamal Plz Ste 109 Corte Madera, CA 94925
- Email:
- Link:
- Categories
- Investment Management, Financial Planners, Financial Services, Investment Advisory Service, Investments
- Services / Products
- Portfolio Management investment management trading
- Brands
- Robertson Stephens
General Info
Zack is Managing Director in the Investment Office at Robertson Stephens. Previously, he was Co-CIO and a Partner at Vine Street Wealth Management with John Bernabei. Prior to starting Vine Street, Zack spent 19 years at several investment management firms. The first 13 years were at Franklin Templeton, where 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.