Joseph Perry

Joseph Perry is an experienced finance professional currently serving as an Associate Relationship Manager at AssetMark since January 2022, preceded by a role as Advisor Service Specialist. Prior experience includes working as a Financial Professional at Equitable Advisors and as a College Financial Representative at Northwestern Mutual, where responsibilities involved client acquisition and solution recommendations for financial security. Joseph held leadership positions such as Standards Board Chairman for Pi Kappa Phi Fraternity, overseeing fairness in member proceedings, as well as Treasurer for DePaul Club Baseball, managing budgets and financial accounts. Additional experiences encompass an internship in Private Wealth Management at UPSTREAM Investment Partners, guest relations roles at Six Flags and Rockford Park District, and a solid educational background with a Bachelor's degree in Finance from DePaul University and an Associate of Arts from Rock Valley College.