Fernando Perez
Director, Investments at Corient | Houston, Texas, United States
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Fernando Perez currently serves as the Senior Director at Corient, where he leverages his extensive experience in portfolio management and asset management to drive strategic investment initiatives. With a robust background in the financial services industry, Fernando has honed his analytical skills to assess market trends and identify lucrative investment opportunities. His expertise in risk management ensures that client portfolios are not only optimized for growth but also safeguarded against potential market volatility.
At Corient, Fernando is instrumental in leading key projects that focus on enhancing client engagement and delivering tailored investment solutions. His leadership style fosters collaboration among team members, encouraging innovative thinking and a proactive approach to portfolio diversification. Fernando's proficiency in tools such as Black Diamond and Morningstar allows him to provide in-depth research and insights, empowering clients to make informed financial decisions.
Moreover, his strong foundation in finance and investments is complemented by his commitment to continuous learning, as evidenced by his certification in Security Industry Essentials (SIE). This dedication to professional development positions Fernando as a thought leader within the organization, guiding junior team members and contributing to the overall growth of Corient. As the financial landscape evolves, Fernando remains at the forefront, adapting strategies that align with both market dynamics and client objectives, ultimately driving long-term success for the firm and its clients.
Director, Investments at Corient in January 2022 to Present
Financial Analyst at CONSULTANT in October 2018 to December 2021
Portfolio Manager at ACG Wealth in October 2015 to September 2018
Assistant Portfolio Manager at Stark Capital Management LLC in January 2009 to September 2015
Investment Research Analyst at Stark Capital Management, LLC in March 2005 to December 2008
Associate at Goldman Sachs Asset Management in January 2000 to January 2002
Assistant Supervisor at Jennison Associates LLC in February 1996 to March 1999
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Tulane University - A.B. Freeman School of Business, MBA, January 2002 to January 2004
New York University, January 1996
Brandeis University, Bachelor, January 1991 to January 1995
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Financial Analysis
Valuation
Risk Management
Portfolio Management
Financial Modeling
Analytical Skills
Equity Research
Investments
Equities
Finance
Research
Data Analysis
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
Adobe Acrobat
Microsoft Office
Bloomberg
Leadership
Management
Teamwork
Series 66
Hold Series 7
Security Industry Essentials (SIE)
Refinitiv Eikon
Black Diamond
Advent
Trading
Financial Markets
Financial Services
Customer Relationship Management (CRM)
Asset Allocation
Mutual Funds
Investment Management
Investment Strategies
Morningstar
Due Diligence
Performance Reporting
Morningstar Direct
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Discover more about CorientWhat is Fernando Perez email address?
Email Fernando Perez at [email protected] and [email protected]. This email is the most updated Fernando Perez's email found in 2026.
How to contact Fernando Perez?
To contact Fernando Perez send an email to [email protected] or [email protected].
What company does Fernando Perez work for?
Fernando Perez works for Corient
What is Fernando Perez's role at Corient?
Fernando Perez is Director, Investments
What is Fernando Perez's Phone Number?
Fernando Perez's phone (214) ***-*329
What industry does Fernando Perez work in?
Fernando Perez works in the Investment Management industry.
Fernando Perez Email Addresses
Fernando Perez Phone Numbers
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