John J. Perillo

I have been in the financial services industry for 30 years, starting my career in 1993 shortly after I received my MBA I was hired as a Financial Analyst with The Ayco Company, a firm that provides fee-based financial counseling to high level executives of Fortune 500 companies.

With some outstanding mentors, I accelerated through the ranks at Ayco from 1993 to 2006 spending time in Florham Park, NJ and Troy, Michigan. In 2006, Ayco became a wholly owned subsidiary of Goldman Sachs and I remained an Ayco/Goldman Sachs employee until 2011.

In August 2011, I signed with UBS Financial Services, Inc. and was quickly promoted to Senior Vice President of Wealth Management.

Now, after 12 years with UBS, I am extremely excited for the last chapter in my career by forming my own firm- Affidaré Private Wealth Management (Affidaré means to entrust in Italian)

Affidaré will team up with Kestra Private Wealth Services (PWS) and this collaboration provides the firm access to a suite of client supporting tools second to none with an emphasis on security of data.

Additionally, and of significant importance, the custody of client assets will be maintained with Fidelity Institutional, a well-known company that serves as custodian for over $4 trillion in assets.

Affidaré will advise high net worth families with all aspects of their financial affairs. Choosing Affidaré will allow your entire family to access the knowledge of an advisor with 30 years of experience supported extensively by Kestra, with a safe custodian for your assets in Fidelity Institutional.

It is the perfect combination of resources for you and your family's financial needs. For me , it is simply the right venture, at the right time and with the right partners.