Profil
Ms. Ellen Perry is an Advisory Board Member at Arlington Partners LLC.
She is the founder and Managing Partner of Wealthbridge Partners, LLC.
She has over 20 years of experience serving as a strategic advisor for families of substantial wealth, and has developed expertise on practices that substantively enhance the life of a family and its individual members.
Before founding Wealthbridge Partners, Ms. Perry was the co-founder and CEO of Asset Management Advisors (now GenSpring Family Offices), a multi-client family office, and Teton Trust Company, its affiliated private trust company.
She is a frequent speaker, author and advisor on family wealth strategies that develop and sustain families throughout multiple generations.
Ms. Perry received her undergraduate degree from Philadelphia University.
Anciens postes connus de Ellen Perry
| Sociétés | Poste | Fin |
|---|---|---|
Asset Management Advisors LLC
 Asset Management Advisors LLC Investment ManagersFinance Asset Management Advisors LLC (AMA) is an independent registered investment advisor and family office headquartered in Oklahoma City, Oklahoma. The firm was founded by Scott Davis, Sean McGould and Ellen Perry in 1996 to provide family office services to an inter-generational group of related families requiring centralized financial management. AMA provides these services to individuals, families, limited liability companies, trusts, corporations and retirement plans. | Fondateur | - |
| Teton Trust Co. | Corporate Officer/Principal | - |
Formation de Ellen Perry
| Philadelphia University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Asset Management Advisors LLC
Asset Management Advisors LLC Investment ManagersFinance Asset Management Advisors LLC (AMA) is an independent registered investment advisor and family office headquartered in Oklahoma City, Oklahoma. The firm was founded by Scott Davis, Sean McGould and Ellen Perry in 1996 to provide family office services to an inter-generational group of related families requiring centralized financial management. AMA provides these services to individuals, families, limited liability companies, trusts, corporations and retirement plans. | Finance |
| Teton Trust Co. |
