Paul R. Perez
Corporate Officer/Principal chez Delegate Advisors LLC
Profil
Paul R.
Perez is currently a Senior Advisor at Delegate Advisors LLC.
Prior to this, he worked as the Head of Portfolio Management at Credit Suisse Securities (USA) LLC and as a Principal at Bankers Trust Co. (Des Moines, Iowa).
He also served as a Senior Advisor at HRJ Capital LLC from 2006 to 2008 and as an Advisor at Pemigewasset Capital LLC.
Mr. Perez holds an MBA from Stanford University, a graduate degree from Boston College, and an undergraduate degree from Loyola Marymount University.
Postes actifs de Paul R. Perez
| Sociétés | Poste | Début |
|---|---|---|
Delegate Advisors LLC
 Delegate Advisors LLC Investment ManagersFinance Delegate Advisors LLC operates as a fee-only, independent advisor. It provides institutional quality, independent, objective investment and advisory solutions. The company was founded by Dennis Michael Miner in January 2012 and is headquartered in Chapel Hill, NC. | Corporate Officer/Principal | - |
Anciens postes connus de Paul R. Perez
| Sociétés | Poste | Fin |
|---|---|---|
HRJ Capital LLC
 HRJ Capital LLC Investment ManagersFinance Founded 1999, HRJ Capital is a private equity firm headquartered in Woodside, California | Corporate Officer/Principal | 01/01/2008 |
Pemigewasset Capital LLC
 Pemigewasset Capital LLC Investment ManagersFinance Pemigewasset Capital LLC is an independent hedge fund manager headquartered in Southport, Connecticut. Founded in 2002, the firm provides investment advice to high net-worth clients. | Directeur/Membre du Conseil | 31/12/2007 |
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | - |
Bankers Trust Co. (Des Moines, Iowa)
 Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Corporate Officer/Principal | - |
Formation de Paul R. Perez
| Stanford University | Masters Business Admin |
| Boston College | Graduate Degree |
| Loyola Marymount University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Finance |
HRJ Capital LLC
HRJ Capital LLC Investment ManagersFinance Founded 1999, HRJ Capital is a private equity firm headquartered in Woodside, California | Finance |
Pemigewasset Capital LLC
Pemigewasset Capital LLC Investment ManagersFinance Pemigewasset Capital LLC is an independent hedge fund manager headquartered in Southport, Connecticut. Founded in 2002, the firm provides investment advice to high net-worth clients. | Finance |
Delegate Advisors LLC
Delegate Advisors LLC Investment ManagersFinance Delegate Advisors LLC operates as a fee-only, independent advisor. It provides institutional quality, independent, objective investment and advisory solutions. The company was founded by Dennis Michael Miner in January 2012 and is headquartered in Chapel Hill, NC. | Finance |
