
Brian Perkes
Senior Investment Consultant | Texas, Oklahoma and Louisiana Region
Brian Perkes is a senior investment consultant for Thornburg Investment Management, covering the Texas, Oklahoma and Louisiana region. Prior to joining Thornburg in 2022, Brian had a long career with Oppenheimer Funds, and more recently with Advisor Asset Management where he covered all channels in Texas and surrounding states.
Brian earned a BS from Brigham Young University and an MBA from the University of Colorado and is currently registered with FINRA with a Series 7, 63 and 66. Brian and his wife Teri have four children and live in the Dallas/Fort Worth area.
Insights

Retiring Retirement – Longevity Planning Outcomes

Vision Mission and Values

Three Overlooked Rewards of Living Longer Lives

Actively Managed. Structured for Excellence

When It Comes to Investment Advice, Humans Beat Computers

Dividend-Paying Stocks: The Investor’s Swiss Army Knife

How to Overcome the “Money” Problem of Funding College

Bank Loan Funds: Benefits and Risks

Exchange Traded Funds (ETFs) Carry Overlooked Costs

Robust Portfolio Construction Essential for Various Markets

Thornburg Signs the Principles for Responsible Investment

American Depositary Receipts (ADRs) & Foreign Currency Risks

Tough Sledding in Multisector Bond Investing? It Depends on the Team.

China Leads the Disruptive Mobile Payment Technology Trend

Want to Improve Your Business Development Results as an Advisor?

Managing Legacy Wealth Is Good for Business and Clients

Reinventing Your Business

The Case for Real Teaming

Planning for Inadequate Social Security Benefits
