Perry J. Lean

Chief Risk Officer
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Perry J. Lean, is the Chief Risk Officer of WAM and a member of the firm’s Executive Management Group. Perry leads a global team responsible for managing investment, liquidity, counter-party, model, and operational risks across WAM. Perry’s primary objective is to provide independent oversight, and ensure risks are known, quantified, communicated, and prudently managed. He is a co-chair of the WAM Risk Committee, and serves on the Fiduciary and Product Committees.

Prior to assuming his current role in July 2018, Perry was the Head of Investment and Liquidity Risk at WAM Advisors. Perry has over 23 years of experience, and has held a wide variety of roles within operations, equity research, portfolio management, and risk management at WAM Limited.

Perry holds a BS in Finance from Boston College, an MBA from Bentley University and an MS in Corporate Finance from Bentley. Perry is a New England chapter member of the Global Association of Risk Professionals (GARP), and a member of the GARP Buy Side Risk Managers Forum.