Bridgett Perry

Bridgett Perry is an Investment Associate at Smith Group Asset Management, LLC, based in Dallas, TX. In her current role since 2016, she supports the investment management process, with responsibilities likely including portfolio analysis, research, and client servicing for institutional and high-net-worth clients. Smith Group Asset Management is known for its focus on U.S. equities, particularly in growth-oriented strategies, suggesting that Perry’s expertise centers on public equity markets and sector-specific analysis within the domestic stock universe.

Perry brings nearly two decades of financial services experience, having previously served as a Registered Associate at Morgan Stanley Wealth Management from 2007 to 2016, where she gained broad exposure to wealth advisory, portfolio construction, and client relationship management. Earlier in her career, she was a Client Service Associate at Brennan Financial Services, supporting financial advisors and directly engaging with client needs and operational processes.

She holds an Associate of Arts and Sciences (AAS) degree in Legal Assistant/Paralegal from Central Texas College, providing her with a strong foundation in research, regulatory, and document review skills that enhance her effectiveness in investment analysis. Her career reflects a consistent focus on client service, investment research, and support for active equity strategies targeting institutional and private wealth sectors.