Perry Walter is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. He works directly with high net worth individuals and families to design customized plans for protecting and growing their wealth, often across multiple generations. Perry also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining Capital Group, he spent more than nine years as managing director at HDH Advisors, a business valuation and M&A advisory firm. Earlier in his career, he founded and managed two businesses and a venture capital consulting firm focused on the wireless, networking and data communications industry. Prior to that, Perry was a senior vice president at the Robinson Humphrey Company and an analyst at Raymond James Financial.
He received his MBA from the University of North Carolina, completed his undergraduate studies at the University of Virginia and is a CFA® charterholder. Perry has also been volunteering as a diver at the Georgia Aquarium since 2006 and has served as a director of the Southern Capital Forum for the last two years.
Perry is based in our Atlanta office, where he lives with his wife, Deb, and their three children.