Ed Perez
Gestore di Portafoglio-Azioni presso Pinnacle Associates Ltd.
Profilo
Mr. Edgar Perez is a Head of Fixed Income Trader at Pinnacle Associates Ltd.
Mr. Perez came to the firm from David Lerner Associates, where he worked for over 10 years specializing in training investment advisors on building fixed-income portfolios for individual investors.
He was responsible for developing hedge strategies for the firm’s trading desk and was head of the firm’s municipal syndicate department where he assisted in the underwriting process for over twenty new bond issues each year for various municipalities throughout the tri-state area.
He is a graduate of East Stroudsburg University, with a bachelor’s degree in business management.
Posizioni attive di Ed Perez
Società | Posizione | Inizio |
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Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Gestore di Portafoglio-Azioni | 01/04/2001 |
Precedenti posizioni note di Ed Perez
Società | Posizione | Fine |
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David Lerner Associates, Inc.
David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Corporate Officer/Principal | - |
Formazione di Ed Perez
East Stroudsburg University of Pennsylvania | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Finance |
David Lerner Associates, Inc.
David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Finance |
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