PACTOLUS

Pactolus Teammate Since September 2017

 

Angela Perry serves as the Managing Director of Client Relations at Pactolus. Her role revolves around enhancing the client experience and expanding the services offered beyond traditional investment advisory. She offers a range of Family Office Services, including acting as a dedicated Relationship Manager to business and real estate consulting, collaborating with the family’s CPA, overseeing wealth transfer and estate planning with attorneys specializing in high-net-worth family matters, and working closely with other professionals to support the family’s goals, aims, and legacy plans.

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With over 30 years of experience as a FINRA- and SEC-licensed Financial Advisor, Angela’s extensive background enables her to direct and facilitate the comprehensive support that families need and deserve. Her experience as both a producer and a manager in large financial institutions has enhanced her ability to build trusted relationships and work effectively with families and other professionals to deliver optimal outcomes.

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Angela holds a Bachelor of Arts and an M.B.A in Business Finance from Western Washington University as well as a certificate from the Executive Program of the University of Southern California’s School of Business Administration.​