Profil
Ms. Nancy Perez, CFA, is a Private Wealth Advisor Wealth Management at SVB Wealth LLC.
She is an investment professional with over 30 years investment and wealth management expertise.
Her extensive and diverse background includes portfolio management, investment strategy, fundamental security valuation analysis, and performance attribution.
Previously, Ms. Perez was a principal of Earl M.
Foster Associates, a registered investment adviser specializing in the management of security portfolios for individuals, trusts, and pension and profit sharing plans.
Ms. Perez holds the Chartered Financial Analyst designation and graduated Summa Cum Laude from the University of Miami.
Aktive Positionen von Nancy Perez
| Unternehmen | Position | Beginn |
|---|---|---|
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name into Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First–Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVB Wealth offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Portfolio Manager-Aktien | 01.10.2014 |
Ehemalige bekannte Positionen von Nancy Perez
| Unternehmen | Position | Ende |
|---|---|---|
Banyan Partners LLC
 Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Portfolio Manager-Aktien | 26.11.2014 |
Earl M. Foster Associates, Inc.
 Earl M. Foster Associates, Inc. Investment ManagersFinance Founded in 1982, Earl M. Foster Associates, Inc. is a registered investment advisor located in Miami, Florida. The firm manages discretionary portfolios for individuals, retirement plans, trusts, estates and charitable foundations | Analyst-Equity | 21.11.2011 |
Ausbildung von Nancy Perez
| University of Miami | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Earl M. Foster Associates, Inc.
Earl M. Foster Associates, Inc. Investment ManagersFinance Founded in 1982, Earl M. Foster Associates, Inc. is a registered investment advisor located in Miami, Florida. The firm manages discretionary portfolios for individuals, retirement plans, trusts, estates and charitable foundations | Finance |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans. | Finance |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name into Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First–Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVB Wealth offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Finance |
