Cherry Creek Family Offices Expands Leadership Team, Naming Jason Perlioni, Former CIO of Johns Hopkins University, Senior Partner and Chair of Investment Committee
Perlioni to work closely with Cherry Creek Family Offices CIO Corey McKiernan and the firm's investment management professionals
Move follows addition of Brad Sprong from KPMG as Senior Partner, Tax and Estate Planning, and formation of new strategic partnership with Midwest Trust Company
DENVER, July 29, 2025 /PRNewswire/ -- Cherry Creek Family Offices (CCFO), offering sustained prosperity for accomplished families, today announces the appointment of Jason Perlioni, former CIO of Johns Hopkins University, as Senior Partner and Chairman of the Investment Committee. In this new role, Perlioni will work closely with CCFO's Managing Partners, Kevin Burke and Tim Ulfig, as well as Chief Investment Officer, Corey McKiernan.
"As we continue to deepen and enhance the capabilities and expertise we deliver to our ultra-high-net-worth family clients, I'm thrilled that Jason Perlioni will join our team at this exciting time," said Burke. "Our continued investment in top-flight talent and solutions demonstrates our steadfast commitment to the families and their future generations that we serve."
The latest expansion of CCFO's leadership team follows the recent addition of Brad Sprong, the former National Industry Tax Leader for KPMG's Private Enterprises Practice, as Senior Partner, Tax and Estate Planning.
Burke remarked, "Jason and Brad are tremendous additions to our leadership team. Jason's 25 years of experience serving institutional and ultra-high-net-worth investors will be a powerful complement to the work of our CIO, Corey McKiernan, and the investment team he leads. Likewise, Brad, who is widely regarded as one of the nation's premier family‑office tax professionals, brings specialized expertise that rounds out our leadership capabilities."
Strategic Partnership with Midwest Trust Company
The deepening of CCFO's leadership comes on the heels of the firm's strategic partnership with Midwest Trust Company, a nationally recognized, independent, closely held trust company, and its affiliates. The new partnership, which was formed in the first quarter of this year, provides CCFO with exclusive access to Midwest Trust's personalized family fiduciary and trust services.
The move also aligns CCFO with permanent long-term capital to be utilized for continued investment in the leading-edge resources and solutions necessary to provide an exceptional service experience and outcomes for its client families.
Unparalleled Institutional Experience and Relationships
Before joining CCFO as Senior Partner and Chairman of the Investment Committee, Perlioni served as the Vice President of Investments and Chief Investment Officer for Johns Hopkins University, where he oversaw all aspects of the investment program for over $9 billion of endowment and related investment assets.
Prior to joining Johns Hopkins, Perlioni served as CIO at the multi-billion-dollar single-family office of The Pritzker Group, leading the Asset Management effort. Earlier in his career, he served as a Director and Portfolio Manager at UBS Global Asset Management and in the Northwestern University Investment Office, following his start as a management consultant at Arthur D. Little and Price Waterhouse.
"As I considered the next phase of my career, the opportunity to impact the industry-leading offerings, investment acumen and client service at CCFO made joining this team the clear choice," said Perlioni. "I look forward to working closely with Kevin, Corey and the entire organization to offer leadership insights and help shape the customized investment strategies we build for clients, while also amplifying our access to top institutional alternative investments that reinforce intergenerational wealth preservation and growth."
Expertise in Navigating the Complexities of Tax and Estate Planning
In the fourth quarter of last year, Brad Sprong joined CCFO as a Senior Partner, leading the firm's tax and estate planning efforts, after an impressive tenure as the National Industry Tax Leader for KPMG's Private Enterprises Practice. In this role, he served as the Lead Partner and Account Executive for KPMG's largest clients, establishing himself as a trusted advisor to families on tax strategy, talent assessment and business expansion.
Sprong said, "Joining CCFO to help elevate the firm's already exceptional client service is the culmination of decades spent advising ultra‑high‑net‑worth families—a calling I remain deeply passionate about. Effective intergenerational wealth planning seamlessly integrates investment management with innovative tax, retirement, and estate strategies. Kevin Burke and Tim Ulfig have built an outstanding team of senior professionals dedicated to exactly that mission, and I'm energized by what we can achieve together."
About Cherry Creek Family Offices
Cherry Creek Family Offices (CCFO) is an employee-owned, independent investment advisor and full-service family office to ultra-high-net-worth multi-generational families with more than $3 billion in total client assets. Since 2010, CCFO has focused on a singular purpose: delivering independent, non-conflicted investment advice and family office services to a select group of clients. CCFO prides itself on providing single-family office services inside a multi-family office structure. Based in Denver, the team aspires to set the standard of service and performance in the industry.
Media Contacts for Cherry Creek Family Offices
Donald Cutler or Brandon Blackwell
Haven Tower Group
424-317-4864 or 424-317-4868
dcutler@haventower.com or bblackwell@haventower.com
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