![Ellen Perry](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Ms. Ellen Perry is an Advisory Board Member at Arlington Partners LLC.
She is the founder and Managing Partner of Wealthbridge Partners, LLC.
She has over 20 years of experience serving as a strategic advisor for families of substantial wealth, and has developed expertise on practices that substantively enhance the life of a family and its individual members.
Before founding Wealthbridge Partners, Ms. Perry was the co-founder and CEO of Asset Management Advisors (now GenSpring Family Offices), a multi-client family office, and Teton Trust Company, its affiliated private trust company.
She is a frequent speaker, author and advisor on family wealth strategies that develop and sustain families throughout multiple generations.
Ms. Perry received her undergraduate degree from Philadelphia University.
Former positions of Ellen Perry
Companies | Position | End |
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Asset Management Advisors LLC
![]() Asset Management Advisors LLC Investment ManagersFinance Asset Management Advisors LLC (AMA) is an independent registered investment advisor and family office headquartered in Oklahoma City, Oklahoma. The firm was founded by Scott Davis, Sean McGould and Ellen Perry in 1996 to provide family office services to an inter-generational group of related families requiring centralized financial management. AMA provides these services to individuals, families, limited liability companies, trusts, corporations and retirement plans. | Founder | - |
Teton Trust Co. | Corporate Officer/Principal | - |
Training of Ellen Perry
Philadelphia University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Executives
Linked companies
Private companies | 2 |
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Asset Management Advisors LLC
![]() Asset Management Advisors LLC Investment ManagersFinance Asset Management Advisors LLC (AMA) is an independent registered investment advisor and family office headquartered in Oklahoma City, Oklahoma. The firm was founded by Scott Davis, Sean McGould and Ellen Perry in 1996 to provide family office services to an inter-generational group of related families requiring centralized financial management. AMA provides these services to individuals, families, limited liability companies, trusts, corporations and retirement plans. | Finance |
Teton Trust Co. |
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