Margarita Perez
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Profil
Margarita Perez was the founder of Fortaleza Asset Management, Inc. which was founded in 1990, where she held the titles of President, CIO & Portfolio Manager.
Ms. Perez also held the position of Vice President & Portfolio Manager at Monetta Financial Services, Inc. in 1990 and Senior Financial Analyst at Borg-Warner Corp.
in 1989.
Ms. Perez received her undergraduate degree and MBA from DePaul University in 1981.
Anciens postes connus de Margarita Perez
Sociétés | Poste | Fin |
---|---|---|
Monetta Financial Services, Inc.
Monetta Financial Services, Inc. Investment ManagersFinance Monetta Financial Services, Inc. (MFSI) is an independent registered investment advisor headquartered in Wheaton, Illinois. The firm was founded by Robert S. Bacarella in 1984. MFSI manages two no-load mutual funds. The Monetta Fund is their flagship fund. | Corporate Officer/Principal | 31/05/1990 |
Borg-Warner Corp. | Corporate Officer/Principal | 02/01/1989 |
Fortaleza Asset Management, Inc.
Fortaleza Asset Management, Inc. Investment ManagersFinance Founded by Margarita Perez in 1990, Fortaleza Asset Management, Inc. is a registered investment advisory firm located in Chicago. The firm specializes in investment management for clients in the U.S. and Puerto Rico. | Directeur Général | - |
Formation de Margarita Perez
DePaul University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 3 |
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Fortaleza Asset Management, Inc.
Fortaleza Asset Management, Inc. Investment ManagersFinance Founded by Margarita Perez in 1990, Fortaleza Asset Management, Inc. is a registered investment advisory firm located in Chicago. The firm specializes in investment management for clients in the U.S. and Puerto Rico. | Finance |
Borg-Warner Corp. | Process Industries |
Monetta Financial Services, Inc.
Monetta Financial Services, Inc. Investment ManagersFinance Monetta Financial Services, Inc. (MFSI) is an independent registered investment advisor headquartered in Wheaton, Illinois. The firm was founded by Robert S. Bacarella in 1984. MFSI manages two no-load mutual funds. The Monetta Fund is their flagship fund. | Finance |