A Seasoned Investment Team.

Perkins has focused on building diversified portfolios of what we believe to be high-quality, undervalued stocks with favorable risk/reward characteristics for over 35 years. All of our portfolios are managed by a two or three-person team to provide process consistency over time.


Eric Ciura
Research Analyst
Karen Dean, CFA
Research Analyst
Susan Fanning, CFA
Research Analyst
Ted Hans
Chief Operating Officer & Chief Compliance Officer
Mariya Krol, CPA
Vice President
Valerie A. Newman, CFA
Senior Client Portfolio Manager
Patrick Schott
Director of Research | Research Analyst
Angel Tam
Research Analyst
Tim Urquhart
Research Analyst
Rosa Vazquez
Research Analyst
Arlen Wiley
Research Analyst
Ron Zia
Client Portfolio Manager