Schuyler Perry

Schuyler Perry

Wealth Manager, First Republic Investment Management
New York

Schuyler Perry

Wealth Manager, First Republic Investment Management
New York
  • Wealth Management Experience Since 1999
    Schuyler Perry is a Managing Director and Wealth Manager at First Republic Investment Management.  Mr. Perry joined First Republic in 2017 and leads his team’s investment and financial planning initiatives. He works closely with the other Private Wealth Professionals to leverage both First Republic’s and the financial industry’s vast array of resources and solutions to provide clients with the most innovative products available. Mr. Perry specialized in, among others, asset allocation and investment strategies, trust and estate planning and retirement analysis.
  • Professional Designation
    Mr. 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.
  • Education
    Mr. Perry received his bachelor's degree in Economics from Hamilton College.
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