Nancy Perez, CFA

Managing Director, Principal

Nancy Perez, CFA is an investment professional with more than 19 years investment and wealth management expertise. She was a principal of Earl M. Foster Associates, a registered investment adviser specializing in the management of security portfolios for individuals, trusts, and pension and profit sharing plans. Her extensive and diverse background includes portfolio management, investment strategy, fundamental security valuation analysis, and performance attribution.

Active in the Miami community, Nancy is a longstanding member of the Women’s Fund of Miami Dade Executive Board and has served on their Finance, Nominations, and Grant Selection Committees. She is also an active member of the Coral Gables Chamber of Commerce and previous chair of Women’s Business Network. Nancy is a member and former director of the CFA Miami Society and member of the CFA Institute.

Nancy is a Chartered Financial Analyst and graduated Summa Cum Laude from the University of Miami, where she received The Wall Street Journal award for academic excellence in Finance.