Jeff Perry
Chief Executive Officer at PFG Private Wealth Management LLC
Profile
Mr. Jeffrey D.
Perry is a President & Chief Executive Officer at PFG Private Wealth Management LLC.
He is also responsible for the development and implementation of the firm’s investment strategy and building and managing client portfolios.
Prior to joining PFG Private Wealth Management, he spent four years at NationsBank as an associate and one year with Hinrichs Financial Group in Charlotte, NC.
He received his undergraduate degree from Wake Forest University.
Mr. Perry's professional designations include Certified Investment Management Analyst (CIMA), Accredited Investment Fiduciary (AIF), Certified Fund Specialist (CFS) and Board Certified in Securities (BCS).
Jeff Perry active positions
Companies | Position | Start |
---|---|---|
PFG Private Wealth Management LLC
PFG Private Wealth Management LLC Investment ManagersFinance PFG Private Wealth Management LLC (PFGPWM) is an independent registered investment advisor and wealth management firm headquartered in Lutz, Florida. PFGPWM provides its wrap fee program services to individuals, corporations or business entities, and pension plans. | Chief Executive Officer | 2015-11-30 |
Former positions of Jeff Perry
Companies | Position | End |
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Banc of America Capital Management LLC | Corporate Officer/Principal | 1999-06-30 |
Training of Jeff Perry
Wake Forest University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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PFG Private Wealth Management LLC
PFG Private Wealth Management LLC Investment ManagersFinance PFG Private Wealth Management LLC (PFGPWM) is an independent registered investment advisor and wealth management firm headquartered in Lutz, Florida. PFGPWM provides its wrap fee program services to individuals, corporations or business entities, and pension plans. | Finance |
Banc of America Capital Management LLC | Finance |
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