Steve Perry, CFA

Steve Perry, CFA

Managing Director – Public Investments

Steve joined SCS Financial Services in 2012. He serves as a Managing Director in the Investment Group and is a member of the Investment Committee. Steve is an integral part of sourcing, evaluating, and making investment decisions across our Public Market asset classes, and he is responsible for the day-to-day management of our Fixed Income, Independent Return, and Public Equity Programs. Steve is also actively involved in shaping the firm’s asset allocation and macroeconomic views. Prior to his current role, Steve was a multi-asset class analyst at SCS whereby he was responsible for providing performance, positioning, and exposure coverage across our portfolios. Before joining SCS, Steve worked at State Street in the Alternative Investment Solutions group. Steve earned a BS in Finance from Bentley University. He is a CFA Charterholder and is a member of CFA Society Boston.

  • SCS Start Year


  • Prior Experience

    State Street Bank

  • Education

    Bentley University (BS, Finance)

  • Credentials

    CFA Charterholder, member of the CFA Society Boston