Jack J.

Office Manager

Jack brings 20+ years of experience in the financial industry including 15 years with IPC Investment Corp. He joined Perri Wealth Management in May 2017.

His role is to assist Peter with meeting preparations, client inquires and scheduling.

He assists with all inquiries related to your account, including account openings, account transfers, and estate settlements, and ensuring all aspects of any client’s concerns are handled with the highest level of client service.