Nancy Perez

Managing Director & Senior Portfolio Manager at Boston Private
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Bio

Nancy Perez is an investment professional with almost 30 years investment and wealth management expertise. Her extensive and diverse background includes portfolio management, investment strategy, financial planning, and fundamental security valuation analysis. She is committed to delivering individualized, fully integrated, financial solutions for complex clients and their families. 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 County has served on their Executive Board, 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.

Recent Quotes
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  • We don't know how long it's going to take to peak. We don't know how to treat it. We don't have a vaccine. So all of those uncertainties are causing a myriad of aftershocks.

    4 December 2020
  • The U.S. economy is trapped. Either it won’t be that bad, or it can be really bad. The unknowns are hard to quantify. We are not getting any guidance from the companies we invest in. It’s all because of the coronavirus.

    4 December 2020
  • Royal Caribbean (NYSE:RCL), that’s one that we’ve held for a while. And I continue to think it’s one of the most attractive growth stocks at a reasonable price.

    4 April 2019
Employment
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  • Boston Private
    Managing Director & Senior Portfolio Manager
    started Nov 2011