Zack W. Perry
Founder at Vine Street Wealth Management LLC
Network origin in Zack W. Perry first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The Wharton School of the University of Pennsylvania
485
| College/University | Other Consumer Services | 485 |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.
129
| Subsidiary | Investment Managers | 129 |
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities.
6
| Private Company | Investment Managers | 6 |
Vine Street Wealth Management LLC
 Vine Street Wealth Management LLC Investment ManagersFinance Vine Street Wealth Management LLC provides wealth management services. It offers globally diversified portfolio, low-cost implementation, tax optimization, and risk management solutions. The company was founded by John Bernabei and Zack Perry and is headquartered in Mill Valley, CA.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Zack W. Perry via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of California | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Doctorate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Corporate Officer/Principal Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| Stanford University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Doctorate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
| University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Fiduciary Trust Company International
 Fiduciary Trust Company International Investment ManagersFinance Fiduciary Trust Co. International is an investment and wealth management firm headquartered in New York City. The firm is an indirectly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Templeton Investments is a global investment management organization offering investment services under the a global investment management organization offering investment services under the Franklin, Templeton, Mutual Series, Bissett, Fiduciary Trust, Darby, Balanced Equity Management and K2 brand names. Franklin Templeton Investments, through current and predecessor subsidiaries, has been engaged in the investment management and related services business since 1947. Fiduciary Trust was founded in 1931 and provides personalized investment solutions to high net-worth individuals, families, endowments, foundations and institutions. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree Graduate Degree | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
| United States Navy (District of Columbia) | Sovereign | Corporate Officer/Principal General Counsel | |
| University of Michigan | College/University | Masters Business Admin Undergraduate Degree | |
Franklin Templeton Institutional LLC
 Franklin Templeton Institutional LLC Investment ManagersFinance Franklin Templeton Institutional LLC (FTI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FTI provides investment advisory and portfolio management services under investment management agreements with clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds as well as to separate accounts. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
Franklin Real Asset Advisors
 Franklin Real Asset Advisors Investment ManagersFinance Founded in 1984, Franklin Real Asset Advisors is a private equity firm headquartered in San Mateo, California with an additional office in New York City. The firm was formerly known as Franklin Templeton Real Estate Advisors. They are subsidiary of Franklin Resources, Inc. (NYSE: BEN). | Investment Managers | Private Equity Investor Private Equity Investor | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
American Securities LLC
 American Securities LLC Investment ManagersFinance American Securities LLC (American Securities) is a private equity firm founded in 1994 by Michael Gerald Fisch and Charles D.Klein. The firm is headquartered in New York, United States. | Investment Managers | Private Equity Analyst Private Equity Investor | |
Invesco Advisers, Inc.
 Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Analyst-Equity Analyst-Equity | |
| Dartmouth College | College/University | Graduate Degree Undergraduate Degree | |
| Santa Clara University | College/University | Undergraduate Degree Undergraduate Degree | |
| New York University | College/University | Undergraduate Degree Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree | |
SnapRoute, Inc.
 SnapRoute, Inc. Information Technology ServicesTechnology Services SnapRoute, Inc. operates as a networking company and develops open source network for enterprises. The company was founded by Jason Forrester, Adam Casella, and Glenn Sullivan and is headquartered in Santa Clara, CA. | Information Technology Services | Director/Board Member | |
InfluxData, Inc.
 InfluxData, Inc. Information Technology ServicesTechnology Services InfluxData, Inc. develops and delivers time series platform for metrics, events, and other time-based data. The firm provides InfluxEnterprise, InfluxCloud, telegraf, influxDB, chronograf, and kapacitor. It also offers technical support, training, and consulting services. The company was founded by Todd Persen and Paul Dix in 2012 in and is headquartered in San Francisco, CA. | Information Technology Services | Director/Board Member | |
Algorithmia, Inc.
 Algorithmia, Inc. Information Technology ServicesTechnology Services Algorithmia, Inc. designs and develops software solutions. It provides a marketplace that enables algorithm developer to explore, create, and share algorithms as a web services. The firm’s marketplace allows users to upload their code and make it available as a rest API for the world to use. The company was founded by Diego M. Oppenheimer and Kenneth F. Daniel in 2013 and is headquartered in Seattle, WA. | Information Technology Services | Director/Board Member | |
Dremio Corp.
 Dremio Corp. Packaged SoftwareTechnology Services Dremio Corp. develops Structured Query Language query engine software. The company was founded by Tomer Shiran and Jacques Nadeau in 2015 and is headquartered in Santa Clara, CA. | Packaged Software | Director/Board Member | |
Menlo Ventures Management LP
 Menlo Ventures Management LP Investment ManagersFinance Menlo Ventures Management LP (Menlo Ventures) is a venture capital firm founded in 1976 by DuBose Montgomery. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
Aetos Capital LLC
 Aetos Capital LLC Investment ManagersFinance Aetos Capital LLC provides investment management services. The company is an investment management firm offering institutional and private investors a set of investment opportunities in alternative asset classes. The company also provides focused investment strategies that generate superior risk-adjusted returns to a sophisticated set of clients around the world. The firm currently has two investment products: an opportunistic real estate investment platform and absolute return funds of hedge funds platform to provide services to the clients. The company was founded by James M. Allwin in 1999 and is headquartered in New York, NY | Investment Managers | Corporate Officer/Principal | |
| Golden Gate University | College/University | Masters Business Admin | |
GMT Capital Corp.
 GMT Capital Corp. Investment ManagersFinance GMT Capital Corp. is a private, SEC-registered investment advisor and hedge fund manager headquartered in Atlanta, Georgia. It was founded in 1993 by Thomas Claugus. The firm provides discretionary and non-discretionary investment advisory services to their advisory clients, which are private investment vehicles and separately managed accounts, by recommending, or managing and directing, the investment and reinvestment of their assets. | Investment Managers | Analyst-Equity | |
WRA Investments LLC
 WRA Investments LLC Investment ManagersFinance WRA Investments LLC is an independent hedge fund manager headquartered in New York City. The firm was founded in 2003 by William R. Araskog. They provide discretionary investment management services to high net-worth clients. | Investment Managers | Analyst-Equity | |
Summit Partners LP
 Summit Partners LP Investment ManagersFinance Summit Partners LP (Summit Partners) is a private equity firm founded in 1984 by Gregory Avis, Roe Stamps and Stephen Woodsum. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Acuren Group, Inc.
 Acuren Group, Inc. Miscellaneous Commercial ServicesCommercial Services Acuren Group, Inc. provides testing, inspection, materials and engineering services. The firm focuses on supporting mechanical integrity and inspection programs for clients in the petrochemical, refinery, pipeline, pulp & paper, power generation, pharmaceutical, aerospace, and automotive industries. The company was founded by Kenneth Stankievech and is headquartered in Edmonton, Canada. | Miscellaneous Commercial Services | Director/Board Member | |
| California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
| Universidad Católica De Córdoba | College/University | Undergraduate Degree | |
Starboard Value LP
 Starboard Value LP Investment ManagersFinance Starboard Value LP is a SEC-registered investment adviser and hedge fund manager headquartered in New York City. The firm was founded by Jeffrey Smith and Peter Feld in 2011 when Ramius LLC's activist value and opportunity business was spun-off as an independent firm. Ramius LLC maintains a significant minority interest in the firm. They are a subsidiary of Starboard Principal Co. LP. Starboard Value provides discretionary investment management services to private investment partnerships and offshore investment funds that are offered to investors on a private placement basis. | Investment Managers | Analyst-Equity | |
Alpha Edison Management Co. LLC
 Alpha Edison Management Co. LLC Investment ManagersFinance Alpha Edison Management Co. LLC (Alpha Edison Management) is a venture capital firm founded in 2016. The firm is headquartered in Los Angeles, California. | Investment Managers | Private Equity Investor | |
Bain Capital Credit
 Bain Capital Credit Investment ManagersFinance Bain Capital Credit (Bain Capital Credit) is a private equity subsidiary of Bain Capital Credit LP, founded in 1998 by Jonathan Scott Lavine. The firm is headquartered in Boston, Massachusetts. | Investment Managers | Private Equity Analyst | |
Bloomberg LP
 Bloomberg LP Data Processing ServicesTechnology Services Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY. | Data Processing Services | Corporate Officer/Principal |
Statistics
International
| United States | 47 |
| France | 2 |
| Luxembourg | 2 |
| Canada | 2 |
| Argentina | 2 |
Sectoral
| Consumer Services | 24 |
| Finance | 20 |
| Technology Services | 6 |
| Commercial Services | 3 |
| Government | 2 |
Operational
| Corporate Officer/Principal | 96 |
| Undergraduate Degree | 90 |
| Director/Board Member | 84 |
| Masters Business Admin | 58 |
| Analyst-Equity | 52 |
Most connected contacts
| Insiders | |
|---|---|
| Frank Jimenez | 23 |
| Gene Yoon | 22 |
| Thomas S. Robertson | 16 |
| Mike Dauber | 15 |
| Shawn Lyons | 14 |
| Jennifer McNealey | 13 |
| Wen Kai Xiang | 13 |
| Rama Sekhar | 11 |
| Adrian R. Ironside | 11 |
| Emily Janvey | 10 |
| Stuart H. Waldman | 9 |
| David Portnoy | 9 |
| Tan Geok Leng | 9 |
| Cory Bray | 9 |
| Jorge A. Gross | 8 |
- Stock Market
- Insiders
- Zack W. Perry
- Company connections
