PAUL R. PEREZ, CFA
Paul Perez serves as a Senior Advisor at Delegate Advisors and brings more than 30 years of experience in the wealth management industry. Paul works directly with client families and serves on the Investment Committee, where he provides the final review of investment memoranda and supports the Chief Compliance Officer with compliance adherence. Paul has a special talent for building strong interpersonal relationships and enjoys getting to know the client families at Delegate – particularly their internal dynamic and oft-unstated values – in order to help them achieve their goals.
Prior to Delegate, Paul grew his expertise in portfolio management, emerging markets, hedge fund investing and working with wealthy families through various C-suite positions at single family offices, multi-family offices and banks. His last position before Delegate was CEO/CIO at a California-based multi-family office.
When he’s not working with client families, Paul is very active in his community by providing food, rent and utility assistance to people in need– something that is extremely important in Silicon Valley, the region of the U.S. with the highest cost of living.View All Team Members