
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
DM
Dan Murphy
Principal and Portfolio Manager
LS
Lance Sherry
Wealth Advisor
Amanda Falkum
Principal, Senior Wealth Advisor, Director - Wealth Planning and Senior Financial Advisor
John Conway
Sr. Financial Advisor and Senior Wealth Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth