RP

Richard Perkin

Richard Perkin


Co-Founder | New York, New York, United States

Professional Overview


Richard Perkin is a versatile finance professional with extensive experience in research, portfolio management, marketing, and business development. As a Co-Founder, he leverages his multifaceted expertise to drive strategic initiatives and deliver impactful results across the financial services industry.

Experience Summary



Current Roles


Co-Founder, Gells _(Present)_
  • Responsible for founding and leading a successful financial services startup, focusing on innovative investment strategies and client-centric solutions.

  • Oversees all aspects of the business, including strategic planning, operations, and team development.

  • Leverages strong analytical and problem-solving skills to identify market opportunities and guide the company's growth.


Research and Portfolio Management, Fremont Wealth Management, LP _(Present)_
  • Supports the firm's investment management team in conducting in-depth research, performing financial analysis, and constructing diversified portfolios.

  • Collaborates with portfolio managers to optimize asset allocation and generate consistent returns for clients.

  • Maintains a deep understanding of market trends, economic conditions, and industry best practices to inform investment decisions.


Career Progression


Vice President, Wolverine Investments _(Past)_
  • Managed a team of analysts and contributed to the development of innovative investment strategies.

  • Played a key role in expanding the firm's client base and strengthening its market position.

  • Recognized for his ability to identify high-potential investment opportunities and mitigate risk.


Director, Marketing and Business Development, Star Mountain Capital _(Past)_
  • Spearheaded the firm's marketing and business development initiatives, driving growth and enhancing brand visibility.

  • Cultivated strong relationships with institutional investors, intermediaries, and industry influencers.

  • Played a pivotal role in the successful launch of new investment products and services.


Full-time Intern, Corporate Credit -- Pursuing MBA at night, Guggenheim Partners _(Past)_
  • Gained hands-on experience in corporate credit analysis and portfolio management while pursuing a part-time MBA.

  • Demonstrated a keen understanding of fixed-income securities, credit risk assessment, and portfolio optimization.

  • Leveraged academic insights to contribute to the firm's investment decision-making processes.


Academic Background


Richard holds a Master of Business Administration (MBA) degree from a leading university, where he specialized in Finance and Investment Management. He also obtained a Bachelor of Science (BS) degree in Economics, showcasing his strong analytical and problem-solving skills.

Areas of Expertise


  • Investment Research and Portfolio Management

  • Financial Analysis and Modeling

  • Wealth Management and Client Servicing

  • Marketing and Business Development

  • Regulatory Compliance and Risk Management

  • Strategic Planning and Leadership


Professional Impact


  • Instrumental in the successful launch and growth of a fintech startup, driving innovation in the financial services industry.

  • Recognized for his ability to identify and capitalize on emerging market trends, leading to enhanced investment performance and client satisfaction.

  • Actively involved in industry associations and events, contributing to the broader discourse on wealth management and investment strategies.


Conclusion


With a proven track record of success across various roles in the financial services industry, Richard Perkin is a versatile and highly-skilled professional poised to make a significant impact. His multifaceted expertise, strategic vision, and commitment to client-centric solutions position him as a valuable asset to any organization in the finance and investment management domain.