Schuyler Perry, CFP®, CIMA®

Schuyler Perry is a Private Advisor and Managing Director at Liberty Wealth Partners within the Rockefeller Global Family Office. Prior to Rockefeller, Schuyler was a Wealth Manager with First Republic from 2017 through 2023 where he and his partners built a unique team infrastructure of financial planners, portfolio managers, investment specialists and client service associates. Schuyler provides clients with comprehensive financial planning, including investment management, tax minimization strategies, trust and estate planning, retirement analysis and other wealth management services.

Schuyler is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a Certified Investment Management Analyst® designee, which is administered from the Investment Management Consultants Association and taught in conjunction with University of Pennsylvania’s Wharton School.

Schuyler received his bachelor’s degree in Economics from Hamilton College. He has 24 years of Professional Private Wealth Management experience.

*Industry Accolades:

America’s Top Wealth Management Team High Net Worth

Forbes, 2022

Best-in-State Wealth Management Teams

Forbes, 2023

The Forbes America’s Top Wealth Management Team High Net Worth rankings discussed above were designated in 2022 and last for a period of one year until new rankings are released.

The Forbes Best-In-State Wealth Management Teams rankings discussed above were designated in 2023 and last for a period of one year until new rankings are released.

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.