#United States #Denver #Investment Committee #Cherry Creek #Jason Perlioni

Cherry Creek Family Offices Welcomes Jason Perlioni

Cherry Creek Family Offices (CCFO) has made a significant addition to its leadership team by appointing Jason Perlioni, former Chief Investment Officer (CIO) at Johns Hopkins University, as Senior Partner and Chair of the Investment Committee. This move reflects the firm’s commitment to providing exceptional investment management services tailored to the needs of ultra-high-net-worth families.

The announcement was made on July 29, 2025, highlighting CCFO’s ongoing strategy to enhance its capabilities and expertise. Jason Perlioni will team up with CCFO’s Managing Partners, Kevin Burke and Tim Ulfig, as well as the Chief Investment Officer, Corey McKiernan. In his new role, Perlioni is expected to leverage his extensive experience in guiding institutional and ultra-high-net-worth investors to bolster the strategic objectives of CCFO.

Kevin Burke expressed enthusiasm about Perlioni's appointment, stating, "Our continued investment in top-flight talent demonstrates our steadfast commitment to the families we serve. Jason's remarkable background fits perfectly with our mission."

This leadership change follows the recent onboarding of Brad Sprong, the former National Industry Tax Leader for KPMG's Private Enterprises Practice, who joins as Senior Partner responsible for Tax and Estate Planning. Burke emphasized that both Perlioni and Sprong are impressive additions, enriching the firm’s capabilities to better serve their clients.

Strengthening Strategic Partnerships

In tandem with these leadership changes, CCFO has formed a strategic partnership with Midwest Trust Company, a respected and independent trust entity. This collaboration is designed to offer exclusive access to personalized family fiduciary services and aims at fostering long-term capital strategies that support continued investment in advanced resources and solutions for clients.

Perlioni brings over 25 years of experience to CCFO, previously overseeing an investment portfolio exceeding $9 billion at Johns Hopkins University. His insights into institutional investment and asset management, honed in various prestigious roles, position him as a vital asset in the firm’s quest for excellence.

Before leading the investment strategy at Johns Hopkins, Perlioni held pivotal roles at The Pritzker Group, UBS Global Asset Management, and Northwestern University’s Investment Office. His foundational experience as a management consultant further enriches his strategic outlook in navigating complex investment environments.

Committed to Client-Centric Approaches

Perlioni articulated his enthusiasm for joining CCFO, stating, "The opportunity to contribute to the firm’s industry-leading strategies and client service made joining this team a clear choice for me. I look forward to working with everyone to enhance our investment approaches that ensure the preservation and growth of wealth for generations to come."

Brad Sprong's integration into the firm as Senior Partner marks an evolution in CCFO’s approach to tax and estate planning. With a reputation for his work with ultra-high-net-worth clients, Sprong aims to synchronize investment management with innovative tax strategies to deliver customized wealth planning solutions.

Sprong shared, "Joining CCFO is the culmination of my dedication to advising families on complex wealth management strategies—an area I am deeply passionate about. Our team is uniquely positioned to provide effective intergenerational planning."

About Cherry Creek Family Offices

Cherry Creek Family Offices is an independent, employee-owned investment advisory firm dedicated to serving ultra-high-net-worth families. With more than $3 billion in assets under management, CCFO prides itself on offering tailored, conflict-free investment advice combined with a suite of family office services. Established in 2010 and based in Denver, CCFO aims to set a benchmark for excellence in the family office sector, ensuring the sustainability of family legacies through comprehensive financial stewardship.

As CCFO continues to evolve, the addition of key figures like Jason Perlioni and Brad Sprong exemplifies its commitment to adapting and enhancing services in an ever-changing financial landscape. The firm's focus on developing a well-rounded leadership team aimed at delivering premier investment strategies showcases its dedication to client success and satisfaction.