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Our History

Red Hook’s roots began more than 40 years ago when its founders, Bill and Nancy Conger, began developing their own family’s multi-generational wealth management plan. The couple was driven by Bill’s success on Wall Street coupled with Nancy’s father, Ray Pearlstine’s, success as an attorney in Collegeville, PA. With Bill concentrating on investment strategy and Nancy focusing on tax, estate, and insurance planning, they established their comprehensive family plan as EZRAY Investments, the predecessor to Red Hook.

Over time, Nancy began offering financial counseling to women while Bill attracted the wealth management of more and more friends and family. Together, they recognized the opportunity to start an investment management business, asked their son, Ezra, to join them and created Red Hook Management in 2008.