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Zack Perry, Robertson Stephens Owner verified
455 Market Street Suite 1450 San Francisco, CA, 94105Last time updated: 7/8/25, 12:26 PM
About
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.
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Frequently Asked Questions
Which days is Zack Perry, Robertson Stephens open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What languages does Zack Perry, Robertson Stephens specialize in?
English.
What are Zack Perry, Robertson Stephens specialties?
Small cap stocks, Private real estate, concentrated stock hedging, options, private equity, venture capital.
What brands does Zack Perry, Robertson Stephens work with?
Robertson Stephens.
What are Zack Perry, Robertson Stephens main services?
Portfolio Management, investment management, trading.
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