Jason Perlioni Appointed Senior Partner at Cherry Creek Family Offices
Cherry Creek Family Offices (CCFO) is thrilled to announce the appointment of Jason Perlioni as Senior Partner and Chair of the Investment Committee. This strategic decision reflects CCFO's dedication to enhancing its investment management capabilities for ultra-high-net-worth clients.
Collaboration with Leadership
In his new role, Perlioni will collaborate closely with the firm’s Chief Investment Officer, Corey McKiernan, and managing partners, Kevin Burke and Tim Ulfig. This teamwork is expected to enrich the investment strategies and client service offered by CCFO.
Burke expressed enthusiasm about Perlioni's addition, emphasizing the effective support he will provide to McKiernan and the investment team. Perlioni, a seasoned professional with two and a half decades of experience, brings a wealth of knowledge in managing assets for both institutional and high-net-worth investors, perfectly aligning with CCFO's mission to serve its families.
Recent Leadership Expansions
This leadership enhancement follows the recent hiring of Brad Sprong as Senior Partner in Tax and Estate Planning, further strengthening the firm's expertise. Sprong previously served as the National Industry Tax Leader for KPMG's Private Enterprises Practice, showcasing the caliber of professionals CCFO is attracting.
According to Burke, both Perlioni and Sprong are exceptional additions, enriching CCFO's capacity to deliver comprehensive wealth management solutions. Their combined expertise is poised to enhance the firm's offerings significantly.
Strategic Partnership with Midwest Trust Company
CCFO is also bolstering its service delivery through a new partnership with Midwest Trust Company, a reputable independent trust company. This alliance will grant CCFO exclusive access to personalized family fiduciary services, reinforcing its commitment to providing tailored solutions for families.
This partnership aligns CCFO with permanent long-term capital, allowing for strategic investments in top-tier resources that ensure exceptional client outcomes. These developments illustrate CCFO’s dedication to sustaining prosperity for its client families while fostering generational wealth management.
Perlioni’s Extensive Experience
Before joining CCFO, Jason Perlioni made his mark as the Chief Investment Officer for Johns Hopkins University, where he oversaw substantial investment programs, including an endowment of over $9 billion. His vast expertise includes senior roles at prestigious institutions like The Pritzker Group and UBS Global Asset Management.
Perlioni believes that CCFO's focus on industry-leading offerings will enable him to influence not just the internal strategies but also the way families perceive investment management. His commitment to client service and insights promises to enhance the firm’s capacity to navigate the complexities of wealth management.
Tax and Estate Planning Expertise
With Brad Sprong now at the helm of CCFO’s Tax and Estate Planning, clients can expect nuanced guidance that integrates investment strategies with tax considerations. Sprong’s wealth of knowledge from KPMG positions him to advise clients effectively on wealth preservation and tax efficiency.
Sprong noted that his passion for advising high-net-worth families aligns with CCFO's objectives, bringing together investment and innovative estate strategies to cultivate long-term wealth. His enthusiasm about the collaborative spirit at CCFO highlights a proactive approach to client engagement and service enhancement.
About Cherry Creek Family Offices
Cherry Creek Family Offices is an independent investment advisor serving ultra-high-net-worth families with a fervent commitment to providing tailored, conflict-free advice. Since its inception in 2010, CCFO has managed over $3 billion in client assets, aspiring to lead in service and performance while maintaining a family-centric approach.
Frequently Asked Questions
Who is Jason Perlioni?
Jason Perlioni is appointed as Senior Partner and Chair of the Investment Committee at Cherry Creek Family Offices, previously serving as CIO of Johns Hopkins University.
What recent changes have occurred at Cherry Creek Family Offices?
The firm has expanded its leadership team by adding Jason Perlioni and Brad Sprong, enhancing its investment strategies and tax planning services.
What does CCFO's partnership with Midwest Trust Company entail?
This partnership grants CCFO access to exclusive family fiduciary services, allowing them to enhance their wealth management offerings.
How does Jason Perlioni's experience benefit CCFO?
With over 25 years in investment management, Perlioni brings invaluable expertise that enhances CCFO’s approach to servicing high-net-worth families.
What is the focus of Cherry Creek Family Offices?
CCFO focuses on providing independent and non-conflicted investment advice, alongside comprehensive family office services to multi-generational families.
