- America's Top Wealth Management Team High Net WorthForbes, 2022
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- Wealth Management Experience Since 1999Schuyler Perry is a Senior partner in a team of wealth managers at First Republic Investment Management. Mr. Perry joined First Republic in 2017, where he and his partners built a unique team infrastructure of financial planners, portfolio managers, investment specialists and client service associates that provide clients the best of both worlds: the intimacy and personal touch of a small, specialized financial planning boutique, along with the vast resources of a large private bank like First Republic. Collectively, the team advises a group of clients that have entrusted them with over $2 billion in assets under management (AUM).* Mr. Perry provides clients with comprehensive financial planning, including investment management, tax minimization strategies, trust and estate planning, retirement analysis and other wealth management services. * As of 11/15/2022 total Assets Under Management (AUM) reflects the market value of investment programs and accounts, as well as the annuity contract values, and life insurance cash values of insurance products sold or serviced.
- Professional DesignationMr. Perry is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a Certified Investment Management Analyst® designee, which is administered from the Investment Management Consultants Association and taught in conjunction with University of Pennsylvania’s Wharton School.
- EducationMr. Perry received his bachelor's degree in Economics from Hamilton College. He has 24 years of Professional Private Wealth Management experience.