Richard P. Perano
Senior Vice President
Rich Perano has over 34 years of experience managing investment portfolios for a clientele of high net worth individuals, corporate executives, entrepreneurs, doctors, lawyers and actors in the motion picture and theater arts. While working for firms such as Drexel Burnham Lambert and Donaldson, Lufkin & Jenrette, Rich provided a wide range of financial (institutional) services for over 15 years to established hedge fund managers while building his private client business. For the last 18 years, Rich has been managing diversified securities portfolios on both a discretionary and non-discretionary basis; running long/short equity portfolios for a select group of pre-qualified investors; and providing open access to the full range of wealth management options for his diverse clientele. Rich earned a B.A. in English from Villanova University. He continues to serve on the Board of The Community School of Decatur. Rich is a frequent runner and a 5 year participant in Operation Boot Camp. He is an amateur portrait and human figure artist. Rich holds FINRA series 7, 63 and 65 licenses. Rich has one daughter, Kalli, a cum laude graduate of Carleton College with a Master’s Degree from the Hubert Humphrey School of Public Policy at the University of Minnesota.
We work together with our clients to achieve successfulness in their long term goals. It’s all about the relationships we build. Knowing your entire financial picture is just part of the process. We are much more than that.