Paul Perry
Principal & Senior Wealth Advisor
Kovitz
United States, Wisconsin, Madison
Profile Information
Principal & Senior Wealth Advisor
Kovitz
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Madison
Wisconsin
United States
Jul 9, 2025
More profiles to browse
JB
Jenny Boyke
Principal, Senior Wealth Advisor; Director, Family Office Services
Mary Anderson
Senior Wealth Advisor
Kendall Navin
Senior Wealth Advisor
Jonathan Shapiro
Principal, Founder, Investment Team Member
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial