Perry Adams brings more than twenty-five years of investment management experience to West Shore Bank where he serves as Vice President & Investment Director for their Wealth Management services. As Investment Director, Perry is responsible for overseeing the Wealth Management investment function and developing investment strategy. In this capacity, he also serves as Chair of West Shore Bank’s Investment, Trust and Administration Committee.
Perry brings a broadly respected analytical acumen and expertise to West Shore Bank. Prior to joining West Shore Bank, Perry managed institutional and high-net worth portfolios and developed a strong background in investment policy, investment strategy, portfolio management and security analysis. Perry’s expertise has been highlighted in articles in Reuters and the Wall Street Journal.
Perry holds a bachelor’s degree in Business Administration from Ferris State College and a Master of Science in Finance from Walsh College. He currently serves as a finance committee member for the Grand Traverse Regional Community Foundation and is a board member of Grand Traverse Regional Land Conservancy. Perry has lived in the Traverse City region for over 19 years.