Peri has over 25 years of experience in the investment management industry. Prior to joining Lyell Wealth Management as Managing Director, Peri was a Senior Director and Wealth Manager at BNY Mellon Wealth Management. Prior to BNY Mellon, Peri was a Portfolio Manager, shareholder and member of the Investment Committee at Atherton Lane Advisers. Prior to Atherton Lane, Peri worked at the Portola Group and Morgan Stanley.
Peri holds an BS from Purdue University. Peri is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Society of San Francisco.
Peri lives in Menlo Park and is an avid equestrian. When not caring for her horses she can be found exploring the local trails with her two rescue dogs, Max and Ruth.
OUR TEAM
We work collaboratively to leverage the team’s proficiency in investments, tax, and planning so that our clients achieve their goals.
