Caitlin Perry
36 | Financial Advisor, Vice President - Wealth Management, UBS Financial Services
Residence: Rutland
Career highlight(s) you are most proud of:
Building and growing my wealth management practice to over $100 million assets under care, from which clients collectively draw over $1 million annually, that is then spent in and around our community.
Your community involvement:
My community involvement began in 2010 when I joined Rutland South Rotary with the hope of cultivating professional connections. What I quickly learned is that “Service Above Self” is far more rewarding and that participating in service projects with folks motivated by “Service 
Above Self” breeds more meaningful connections, not to mention greater impact. As a result, I have served on many committees, the board of directors for five years, am a past president (2020-21) and a Paul Harris Fellow.
In addition to my service with Rotary, I currently serve as board president for Boys & Girls Club of Rutland County; board and finance committee member for VNA & Hospice of the Southwest Region; and board member of the Paramount Theatre. Through these affiliations, I’ve had the pleasure of supporting Come Alive Outside, Mentor Connector, Habitat for Humanity, Community Cupboard and Vermont Food Bank, to name a few.
Inspiration for living and working in Vermont:
I was motivated to live and work in Vermont after having the opportunity to leave Vermont. In 2007, I enlisted in the Army and served as a 68W combat medic; through training and orders, I had the opportunity to travel the world. As exciting and eye-opening as that was, there is no place like home. I missed the pace, people and beauty of Vermont, so upon discharge there was no question I would I be returning home.
Favorite part of your job:
I sincerely appreciate and value the relationships I build with my clients. Celebrating their success and helping them navigate challenges motivates me to show up every day.
Most inspiring mentor:
My closest girlfriends. We’ve experienced a lot of life together, and to be surrounded by other talented, intelligent, driven women is the best kind of motivation.
Best career advice you have received:
Always be a free agent. On the surface, that doesn’t sound great. But the sentiment and context were: No company is going to take better care of you or know what’s best for you, better than you.
Something fun about yourself that few people know:
When I was kid, I refused to respond to or acknowledge anyone unless they called me “Cowboy Cait.”
Three words that best describe you:
Kind, generous and driven.
Favorite Vermont escape:
Chittenden Reservoir. There’s nothing better than the quiet and tranquility of spring camping, but the reservoir is a year-round refuge.
Favorite Vermont season:
It’s so hard to choose! I love spring because everything is waking up from the winter. I love when the bright green buds start to pop, the days begin to get longer and the birds return. But I also love fall; the burning bush in my front yard acts as the barometer of peak foliage and is quite beautiful in the autumn sun.
Favorite downtime activities:
Sleeping! I admire people that can function on four to five hours of sleep. I, however, require seven hours and am much happier with eight.
Favorite social media:
Facebook, because it allows me to stay connected with family and friends and stay informed about what’s going on in the community. I enjoy sharing photos of adventures and promoting organizations that are meaningful to me.
Person you would most like to share a Vermont beverage with:
Jamie Dimon, chairman and CEO of JPMorgan Chase. I admire his accomplishments and experience and would love to discuss his version of the “Principles of Corporate Governance” issued under his direction while on the Business Roundtable, a lobbyist association composed of CEOs of major US companies.
Cause(s) you would support if you had unlimited funds:
Those that benefit and support youth. The youth in our community have been disproportionately impacted by COVID and are struggling with a multitude of challenges, including learning loss, mental health, food insecurity and emotional insecurity. I’m concerned not just for the struggles of today, but also for the future welfare and productivity of our community. While unlimited funding alone will not solve the problem, it would certainly make it easier for us to compensate good people to supervise, support and inspire our youth to be better.
A song on your playlist you are embarrassed to admit to your best friend:
Every Mariah Carey song ever distributed.
Where you see yourself professionally in the next five to 10 years:
I’d like to continue to grow and manage my business, providing total wealth management, while exploring opportunities to gain knowledge and professional designations.
Goal(s) you’d like to accomplish in the next five to 10 years:
To be recognized by Forbes or Barron’s as a top wealth advisor.
How your community service has changed since the pandemic:
I am doing significantly more of it. I have a responsibility to the community I grew up in to give back. I was relatively unaffected by COVID and am fortunate to work for a firm that values service in the communities we work and live.
How your job has changed since the pandemic:
Folks seem to be more aware of what’s going on in the world, and at a time like this, how could you not be. But aside from getting better at working remotely and leveraging technology, not much has changed.
