![Fernando Pérez](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Fernando Pérez worked as an Assistant Portfolio Manager at Stark Capital Management LLC from 2005 to 2015.
He then worked as a Portfolio Manager at ACG Wealth, Inc. from 2015 to 2018.
Prior to that, he worked as an Analyst at Goldman Sachs & Co. LLC.
Mr. Pérez received an undergraduate degree from Brandeis University and an MBA from Tulane University (Louisiana).
Tidigare kända positioner av Fernando Pérez
| Företag | Position | Slut |
|---|---|---|
ACG Wealth, Inc.
 ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis. | Analyst-Equity | 2018-10-01 |
Stark Capital Management LLC
 Stark Capital Management LLC Financial ConglomeratesFinance Provides investment portfolio management services | Företagsledare/Principal | 2015-12-01 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/Principal | - |
Fernando Pérezs utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
4
Första gradens relationer
5
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 5 |
|---|---|
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Brandeis University
 Brandeis University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Tulane University (Louisiana)
 Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ACG Wealth, Inc.
ACG Wealth, Inc. Investment ManagersFinance ACG uses a variety of proprietary models which look to provide growth opportunity and reduce volatility. Clients may be allocated into one or more models which include, but are not limited to, rotating assets to various asset classes based on the firm's perception of the research and tools used along with the client's perceived risk tolerance profile. The firm utilizes a blend of top-down macroeconomic analysis and bottom-up fundamental analysis. Their portfolio construction process is defined by (a) strategic ranges to asset classes which are required to achieve risk/return parameters of their various strategies and (b) smaller tactical ranges where they can be more opportunistic based on their analysis. | Finance |
Stark Capital Management LLC
Stark Capital Management LLC Financial ConglomeratesFinance Provides investment portfolio management services | Finance |
