Managing Principal, Portfolio Manager - Institutional Clients
Perry joined Leith Wheeler in 2004 after a 13-year tenure as an actuary and investment consultant. He began his career with a life insurance company as a product development actuary and later led the Vancouver investment practice of a multinational actuarial consulting firm, where he provided advice on investment strategy, including the matching of bond assets with liabilities.
At Leith Wheeler, Perry works with corporate accounts, pension plans, endowment funds, and First Nations trusts. He is a member of the Leith Wheeler Portfolio Review Committee, which determines firm-wide asset allocation guidelines, and he also serves on the firm's Board of Directors.
Perry graduated with distinction from the University of Cape Town with a Bachelor of Business Science degree. He is a Chartered Financial Analyst (CFA®) charterholder and a Fellow of the Canadian Institute of Actuaries.