Private Client Service Associate
As a Private Client Service Associate at Osterweis, Izabela Perry leverages her background in client service and operations to support our clients. She enjoys collaborating with internal partners and custodians to help deliver exceptional client experiences.
Prior to joining Osterweis in 2025, she was a Senior Associate at NorthRock Partners and a Client Service Specialist at Minkoff & Associates. Before transitioning to her career in wealth management, she worked in health care administration.
Izabela graduated from Baruch College, City University of New York with a B.B.A. in Finance and Investments and from NYU, Wagner Graduate School of Public Service, with an M.P.A. in Health Policy & Management. In her free time, she enjoys exploring San Francisco with her family, visiting museums, and attending ballet performances.
