fbpx
AdvicePeriod. It's that simple.

Pam Perskie

Pam Perskie

Partner Advisor

BIOGRAPHY

Pamela Perskie is a Partner Advisor at AdvicePeriod. With over 17 years of experience in leadership positions at prestigious multi-family offices and private banks, she served as the trusted advisor for some of the wealthiest families in the country and beyond. Most recently, Pam was a Managing Director at SCS Financial, a $21 billion multi-family office, where she started and led their New York office.

Prior to SCS, Pam was a Director at BBR Partners, another large multi-family office. She managed client relationships and led the firm’s business development and client experience initiatives. Before that, Pam was an investment advisor at Morgan Stanley in their Private Wealth Management Group, working with ultra-high net worth families and endowments.

Pam is a graduate of the Wharton School at the University of Pennsylvania; graduating summa cum laude with a Bachelors in Science degree in Finance and earned her Masters of Business Administration from the Harvard Business School. Pam is passionate about giving back and providing financial empowerment. She currently serves as a Board Member of Project Write Now, a fundraising section chair of Harvard Business School, a Pod Leader at Parity Partners, and a member of Impact 100 Jersey Shore.

  • 212-365-5562
Top