Stephen Perry

Stephen Perry currently serves as the Head of Client Services at BLDUP, Inc since January 2025. Previously, Stephen held various roles at Coleman Research from May 2018 to August 2023, including Client Manager for US Consulting and several positions within Public Equity. Earlier experience includes working as an Investor Services Consultant at Brown Brothers Harriman, where responsibilities included calculating Net Asset Value and reconciling cash securities positions. Stephen also interned at Vesper Technologies, focusing on international logistics and finance, and at Allstate, where tasks included customer service and database management. Stephen earned a Bachelor’s Degree in International Business and Finance from Barry University in 2017.