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Peri Soyugenc

Managing Director

Lyell Wealth Management

United States, California, Menlo Park

About Me

Peri has over 25 years of experience in the investment management industry. Prior to joining Lyell Wealth Management as Managing Director, Peri was a Senior Director and Wealth Manager at BNY Mellon Wealth Management. Prior to BNY Mellon, Peri was a Portfolio Manager, shareholder and member of the Investment Committee at Atherton Lane Advisers. Prior to Atherton Lane, Peri worked at the Portola Group and Morgan Stanley. Peri holds an BS from Purdue University. Peri is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Society of San Francisco. Peri lives in Menlo Park and is an avid equestrian. When not caring for her horses she can be found exploring the local trai

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Profile Information

Managing Director

Lyell Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Menlo Park

California

United States

Jan 11, 2025

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