Baltimore skyline

About Perry

Perry Bacon, partner, is a wealth advisor with William Blair’s Private Wealth Management group. He provides comprehensive solutions for an array of individual and corporate clients. He assists individual investors in determining their investment objectives, assessing risk, and identifying suitable investment strategies that incorporate tax management and retirement income planning. As a specialist in qualified retirement plan consulting for a range of corporate clients, Perry advises on matters related to plan design and plan administration. His services include vendor searches through competitive bid, investment consulting, drafting plan investment policy statements, and creating effective participant education campaigns. In addition, Perry offers investment analysis for plan trustees, investment manager searches, and reporting. Before joining William Blair, Perry was a partner with Brown Advisory Securities, LLC and a director at Deutsche Banc Alex. Brown.

Perry is chairman of the board, Woodbourne Center.

He received a B.A. from George Washington University and an M.S. from Johns Hopkins University.

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

William Blair Emblem

Year William Blair was founded

Icon of three people

Employees worldwide

Dollar sign icon
+108 billion

Client assets

Handshake icon
87 Years

Independent and employee-owned

Globe icon

Offices worldwide

Checklist icon

Companies under coverage

As of June 30, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

More about William Blair affiliated entities

Ready to start a conversation? Contact us today.

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

Copyright © 2022 William Blair & Company, L.L.C. | Privacy Terms

Are you sure you want to leave?

Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit