Professional Directory

Nancy Perez, CFA®

Managing Director Senior Portfolio Manager Private Client Group Wealth Management & Trust Florida
Nancy Perez

Nancy Perez is an investment professional with more than 20 years investment and wealth management expertise. Her extensive and diverse background includes portfolio management, investment strategy, fundamental security valuation analysis, and performance attribution.

Previously, Nancy 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.

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

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