Jonathan Perry

Chief Financial Officer | Managing Director of Finance & HR

Jonathan Perry is the Chief Financial Officer with responsibility for developing strategies that integrate the discipline of finance, tax, treasury management, capital planning, acquisitions and administration for the Firm. He is also responsible for all aspects of human resources, including resource planning, recruiting, hiring, employee relations, compensation, benefits and work environment. Jonathan has more than 18 years of experience in the finance industry with a concentration in the investment management field. Before joining Shepherd Kaplan, he worked for a large Boston-based accounting firm in the assurance and business advisory services unit. His responsibilities included managing client relationships and audits within the registered investment advisory, retail, manufacturing, government and construction industries. Prior to that, he worked for a local forensic accounting firm in Philadelphia, Pennsylvania. While there, he was responsible for auditing small to large organizations, preparing corporate tax returns, and participated in several fraud and bankruptcy investigations. Jon is also a member of the Board of Directors for Bridge Over Troubled Waters, a non-profit organization which transforms the lives of more than 2,500 homeless and high-risk Boston youth. Jonathan received his degree in Accounting from Villanova University. A native of North Kingstown, RI, Jon resides in Waltham, MA, with his wife and their son. He and his wife are heavily active in local charities and enjoy skiing, camping, travel and spending time with family and friends.