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Paul R. Perez
Corporate Officer/Principal at Delegate Advisors LLC
Paul R. Perez active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - | - |
Career history of Paul R. Perez
Former positions of Paul R. Perez
Companies | Position | Start | End |
---|---|---|---|
HRJ Capital LLC
![]() HRJ Capital LLC Investment ManagersFinance Founded 1999, HRJ Capital is a private equity firm headquartered in Woodside, California | Corporate Officer/Principal | 2006-06-30 | 2007-12-31 |
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. | Director/Board Member | - | 2007-12-30 |
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 | - | - |
Training of Paul R. Perez
Stanford University | Masters Business Admin |
Boston College | Graduate Degree |
Loyola Marymount University | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
Corporate Officer/Principal | 4 |
Masters Business Admin | 1 |
Graduate Degree | 1 |
Sectoral
Finance | 6 |
Consumer Services | 4 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 5 |
---|---|
HRJ Capital LLC
![]() HRJ Capital LLC Investment ManagersFinance Founded 1999, HRJ Capital is a private equity firm headquartered in Woodside, California | 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 |
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 |
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 |
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