Perry Steele Bacon
Partner, Wealth Advisor
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 relating 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 a board member of Nexus Foundation for Family Healing.
He received a B.A. from George Washington University and an M.S. from Johns Hopkins University.
Professional Recognition and Awards
- Forbes Best-in-State Advisors 20241
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.*
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1935
Year William Blair was founded
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1,900+
Employees worldwide
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149 billion+
Client assets
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89 Years
Independent and employee-owned
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20+
Offices worldwide
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~650
Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.