Louis Perri
Senior Vice President, Private Wealth
Louis Perri is a Private Wealth and Investment Strategist with more than 25 years of experience advising high net worth and ultra-high net worth individuals, families and institutions on customized investment solutions. He focuses on multi-asset portfolio construction and alternative investments, including hedge funds, private equity, private credit and real assets.
Louis works with clients to develop and implement disciplined, goals-based investment strategies designed to support wealth creation, preservation and long-term growth. He is known for translating complex market insights into practical portfolio applications across a range of client objectives.
Louis received an M.S. in Financial Engineering from the Polytechnic Institute of New York University and a B.S. in Financial Economics from Binghamton University. He is a CFA Charterholder.