Rick Perry

Senior Vice President at Waddell & Reed Investment Management Co.

Rick Perry

Rick Perry

Senior Vice President at Waddell & Reed Investment Management Co.

Overview
RelSci Relationships

426

Number of Awards

2

Relationships
RelSci Relationships are individuals Rick Perry likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Risk Officer at Waddell & Reed Financial, Inc.

Relationship likelihood: Strong

Former Chief Executive Officer at Waddell & Reed Financial, Inc.

Relationship likelihood: Strong

Executive Vice President & Chief Investment Officer at Aegon USA Investment Management LLC

Relationship likelihood: Average

Chief Administrative Officer & Senior Vice President at Waddell & Reed Financial, Inc.

Relationship likelihood: Average

Senior Vice President & Portfolio Manager at Waddell & Reed Investment Management Co.

Relationship likelihood: Average

Senior Vice President & Portfolio Manager at Waddell & Reed Investment Management Co.

Relationship likelihood: Average

Senior Vice President & Portfolio Manager at Waddell & Reed Investment Management Co.

Relationship likelihood: Average

Vice President & Portfolio Manager at Waddell & Reed Investment Management Co.

Relationship likelihood: Average

Vice President, Portfolio Manager at Mackenzie Investments Corp.

Relationship likelihood: Average

Global Director & Fixed Income Portfolio Manager at Waddell & Reed Investment Management Co.

Relationship likelihood: Average

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Rick Perry
Senior Vice President at Waddell & Reed Investment Management Co.
Education
BA
Class of 1989

CENTRAL COLLEGE IS A PRIVATE LIBERAL ARTS INSTITUTION DEDICATED TO THE FOUR YEAR UNDERGRADUATE EXPERIENCE.

MBA

The Tippie College of Business at The University of Iowa, established as the College of Commerce in 1921, is one of the oldest and top ranked business schools in the United States. The College was the first academic division at the University of Iowa to be named for an alumnus, Henry B. Tippie, a 1949 accounting graduate from Belle Plaine, Iowa. The College is housed in the Pappajohn Business Building in Iowa City, named for Des Moines venture capitalist John Pappajohn, a 1952 graduate of the College.

Career History
Senior Vice President
2015 - Current

Waddell & Reed (W&R) employs a conservative and consistent approach that seeks to deliver competitive performance while focusing on risk-adjusted returns and rigorous research and analysis. The firm's managed account portfolios are relatively concentrated and employ several strategies including conservative income, income, conservative growth, growth and aggressive growth.W&R's investment approach emphasizes fundamentals over fads. The bottom-up investment process is built around a committee approach for purposes of communication and idea-sharing, while the actual construction of portfolios is the responsibility of the portfolio manager. Portfolio managers determine the sectors, industries and companies that are most relevant to their strategy. In-house analysts provide fundamental analysis of companies that is shared collaboratively across investment styles. Buy decisions are implemented by the portfolio manager and may result from an analyst's recommendation or be reached independently.

Portfolio Manager & Director of Investment Grade
2001 - Prior

Aegon USA Investment Management provides active management of portfolios that invest in fixed income; equities; funds-of-funds that invest in mutual funds or annuity subaccounts; ETFs and ETNs, funds of exchange-traded products; and derivatives. The firm's marketed investment strategies can be broadly classified into three groups: fundamental fixed income strategies, asset allocation strategies and derivatives strategies. Aegon USA's investment approach recognizes the asymmetrical nature of risk in the securities market. Their strategies take a long-term perspective and with emphasis on risk management. Aegon USA's investment process seeks to balance top-down macroeconomic analysis with proprietary bottom-up research as appropriate for the individual strategy.

Director of High Yield
Prior - 2001

Voya Investment Management Co. offers a variety of investment advisory and management services for equity, fixed income, balanced, private placements, and multi-asset class strategies.Voya's equity disciplines are organized as a series of discrete competencies managed by specialist teams and supported by centralized quantitative and sector-specific fundamental research. The firm believes that fundamental analysis by sector analysts adds value by creating a proprietary information advantage to develop insights into the pricing of securities and expectations for companies and asset classes.Voya employs a disciplined fixed income investment process with built-in macro-theme analysis that seeks to capture market changes and identify unrecognized value opportunities ahead of consensus. The investment process includes quantitative and qualitative research that includes strong checks and balances and validation for the firm's investment themes. These strategies include: investment grade, high yield, mortgage-backed securities, private placements, senior loans and others.Voya's Multi-Asset Strategies & Solutions (MASS) team manages multi-asset portfolios from target date retirement funds and total plan discretionary asset management programs, to complex portfolios designed to improve the correlation of assets to liabilities in a variety of strategies to match plan sponsors’ circumstances and constraints.For portable alpha solutions, the MASS team uses mathematical modeling and computer simulations to make trading, hedging and risk management decisions. Financial derivatives, such as futures, forwards and swaps, are used to gain or eliminate exposure to an asset class or market. Voya's Liability Driven Investing approach offers extensive pension diagnostic capabilities and solutions that address the challenges and obligations facing sponsors of defined benefit plans. By creating a liability benchmark portfolio comprised of interest rate swaps or futures, Voya can closely match the interest rate sensitivity and other characteristics of the pension liability. By combining a liability matching fixed income solution with a portable alpha strategy, Voya seeks to produce the higher expected returns needed to reduce long-term costs, while providing a higher correlation of assets to liabilities to reduce short-term volatility.

Awards & Honors
CPA (Certified Public Accountant)
Certified Financial Analyst
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