As Vice President at Shelton Group, Brett Perry specializes in overseeing client accounts in semiconductors and related industries. Perry contributes a wealth of financial experience and expertise to Shelton clients that includes various aspects of investment analysis, portfolio and wealth management, financial monitoring and reporting, as well as public and private investor relations.
The scope of Perry’s responsibilities at Shelton include consulting with client management teams on corporate messaging and investor relations strategies, as well as IR program development and the establishment of IR program goals. He actively participates in the ongoing development and daily execution of the proactive investor relations plan put in place for each individual client. Perry’s expertise centers on providing analytical tools to client management teams, which aids in the strategic planning and positioning of financial and corporate communications. Additionally, extensive time goes into the assimilation of sell-side analyst research reports and stock performance data sources in an effort to consolidate this information into reports that draw important comparisons between clients, their peers and their competitors. This information ultimately becomes critical in the development of extensive targeting lists aimed at attracting higher-quality, low-turnover investors and desirable sell-side analyst coverage to the company.
Prior to joining Shelton, Perry worked at Aldus Equity, a Dallas-based private equity advisory and fund-of-funds firm that managed capital on behalf of some of the country’s largest state and city public pensions systems. Perry served as head of the firm’s client monitoring and reporting department. In this role, he oversaw and maintained primary responsibility for investment monitoring and pacing analysis, transaction software development, as well as client allocation and performance reporting across the firm’s client base of approximately $6 billion in AUM. Prior to joining Aldus, Perry worked in private asset management where he served as Director of Operations and Portfolio Manager at Maxim Capital Management, a start-up private investment partnership focused on building concentrated portfolios of publicly-traded U.S.-based growth companies.
Current and former clients have included publicly-traded companies, private startup companies, high net worth individuals, real estate partnerships and several of the largest city and state public pension funds in the country. Serving the financial and investment needs of such a diverse group of clients, both in terms of size and scope, has given Perry an in-depth understanding of investors’ proclivities and expectations, and provides him with a unique perspective for developing company positioning and messaging that is attractive to investors.
Perry received both his BBA in Finance as well as an MBA from Texas Tech University, where he graduated magna cum laude.