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This profile was last updated on 10/9/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Zachary W. Perry CFA

Wrong Zachary W. Perry CFA?

Founding Partner

Phone: (415) ***-****  HQ Phone
Email: z***@***.net
Vine Street Capital Management LLC
Vine Street Capital 300 Tamal Plaza, Suite 280
Corte Madera , California 94925
United States

Company Description: Vine Street Capital Management is a value-based investment firm located in Corte Madera, California. We invest across a multitude of asset classes with the goal to...   more

Employment History

Board Memberships and Affiliations


  • BA , Psychology
    Princeton University
  • MBA
    The Wharton School at the University of Pennsylvania
14 Total References
Web References
Zack ..., 9 Oct 2015 [cached]
Zack Perry
Zack Perry, CFA
Zack Perry is a founding partner of Vine Street Capital Management, LLC.
Prior to starting Vine Street, Zack spent 19 years in the investment management business. The first 13 years were at Franklin Templeton as an Analyst and Portfolio Manager. For 10 of those years he managed a successful small cap product, growing assets from $10 million to over $1 billion through strong performance. After Franklin Templeton, Mr. Perry was a Principal and Portfolio Manager at Osterweis Capital Management.
Zack earned an MBA from The Wharton School at the University of Pennsylvania and a BA in Psychology from Princeton University. He has been designated a CFA charter holder and is a member of the CFA Society of San Francisco.
Zack currently serves on the San Francisco board of Summer Search, a non-profit organization focused on supporting at-risk youth to fulfill their potential as individuals and leaders in their communities.
Osterweis Fund : Team | Osterweis Capital Management, 11 Mar 2014 [cached]
Zachary W. Perry
Vice President & Portfolio Manager
Zack Perry graduated from Princeton University (B.A. in Psychology) and The Wharton School at the University of Pennsylvania (M.B.A.). Mr. Perry holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.
Prior to joining Osterweis Capital Management in 2008, Mr. Perry was a Vice President and Equity Portfolio Manager at Franklin Templeton Investments, where he managed the small cap separate account portfolios for over nine years and conducted equity research as a small cap generalist. Throughout his tenure at Franklin, Mr. Perry covered several industries including Technology, Communications and Industrial & Lab Instrumentation. He began his career at Franklin in 1995 and took over responsibility of the small cap separate accounts in 1999, eventually becoming a Vice President.
Mr. Perry is a principal of the firm and a Portfolio Manager for the equity strategy.
board, 8 April 2014 [cached]
Zachary Perry, Director Vice President, Osterweis Capital Management
Zachary W. Perry ..., 1 Mar 2014 [cached]
Zachary W. Perry
John Osterweis leads the same team ..., 1 May 2011 [cached]
John Osterweis leads the same team (Matthew Berler, Carl Kaufman, Stephen Moore, Alexander (Sasha) Kovriga, Gregory Hermanski, Simon Lee and Zachary Perry) that manages Osterweis Fund (OSTFX).
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