Samuel (Bo) Perry, Jr.

Financial Advisor

Education & Other Highlights

Samuel (Bo) Perry, Jr. is a wealth management financial advisor based in Tampa, FL.

Bo joined CAPTRUST in 2017 and serves as a principal. He is responsible for providing investment advisory services to fiduciaries of foundations and endowments and comprehensive wealth management services to high-net-worth individuals. Before joining CAPTRUST, Bo worked as a senior financial advisor at Sanford Bernstein and has been active in the industry since 1973. Bo holds a Bachelor of Business Administration in general business with a concentration in finance from Stetson University and a Master of Business Administration in finance from the University of North Carolina.

When he is not in the office or with a client, he enjoys reading, boating, golf, and tennis.


  • Bachelor of Business Administration degree in general business with a concentration in finance at Stetson University
  • Masters of Business Administration degree in finance at the University of North Carolina


  • Board of Governors, Blowing Rock Country Club
  • Board of Trustees, Ringling Museum of Art
  • Former President of the Economic Club of Tampa

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2021 (Team Bailey)
  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Tampa)


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