Cherry Creek Family Offices, a Denver-based multi-family office overseeing more than [$3 billion] in client assets, has named Jason Perlioni as senior partner and chair of its investment committee, further strengthening its institutional investment expertise.
Perlioni brings over 25 years of experience, including his recent tenure as chief investment officer at Johns Hopkins University, where he managed its [$9 billion] endowment and related assets. His background also includes senior investment roles at the Pritzker Group’s single-family office, UBS Global Asset Management, and Northwestern University’s investment office. He began his career in management consulting with Arthur D. Little and Price Waterhouse.
At Cherry Creek, he will collaborate closely with managing partners Kevin Burke and Tim Ulfig, and current CIO Corey McKiernan, to refine and execute the firm’s investment strategy for ultra-high-net-worth families.
“I’m excited to contribute to the development of tailored investment strategies for clients, while enhancing access to top-tier institutional alternatives that support long-term wealth preservation,” said Perlioni.
Founded in 2010, Cherry Creek is an independent, employee-owned advisory firm providing full-service support to multigenerational UHNW families.
The appointment follows the recent addition of Brad Sprong, former National Industry Tax Leader for KPMG’s Private Enterprise Practice, who now leads CCFO’s tax and estate planning division. Sprong is widely recognised for his deep technical knowledge and work with family offices nationwide.
“These are pivotal hires for us,” said Burke. “Jason’s institutional experience complements the work of Corey and the investment team, while Brad’s reputation as one of the country’s top tax specialists for family offices significantly expands our planning capabilities.”
Both moves come as CCFO formalises a strategic alliance with Midwest Trust Company, securing long-term capital and exclusive access to fiduciary and trust services that will support its continued growth.
