PARTNER ADVISOR

Pam Perskie

Biography

Pam currently serves as a trusted advisor to ~15 families with significant wealth and complexity. Her clients range from business owners, private equity professionals, real estate owners and operators to athletes and entertainers. She works as part of a client’s advisory team, helping her clients develop an overarching strategy and make informed decisions.

Pam previously was a Managing Director and the Head of the New York office of SCS Financial, a multi-family office managing ~$21 billion for 150 clients. She served on the firm’s planning and growth committees.

Prior to SCS, Pam was a Director at BBR Partners, a large multi-family office managing ~$18 billion for 140 clients. She managed client relationships and led the firm’s business development and client experience initiatives.

Pam started her wealth management career as an Investment Advisor at Morgan Stanley in their Private Wealth Management Group, working with ultra-high net worth families and endowments.

Pam graduated from The Wharton School at the University of Pennsylvania receiving her Bachelor of Science, summa cum laude. She received her Master of Business Administration from the Harvard Business School.

Pam is passionate about giving back and providing financial empowerment and serves on a number of nonprofit boards. She is a Board Member and the Treasurer of Project Write Now, a Pod Leader at Declare, a Board Member of the Wharton Club of New York, a Fundraising Section Chair for the Harvard Business School and a member of Impact 100 Jersey Shore. She previously served as the Vice Chair of the Board of Girls Inc. of NYC.

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