Francisco Javier Perez, CFA

Francisco Javier Perez, CFA, has over 12 years of experience in the financial services and investment management arena. He has been involved in a myriad of roles in the investment space. Specific areas of expertise are in directing client investments, helping launch investment teams and firms, launching of funds, operational efficiencies, manager due diligence, market intelligence, and in assisting firms with big picture strategy and structuring concerns. Mr. Perez’s passion is in creating and building relationships, businesses, and teams, primarily in the healthcare sector.

Mr. Perez was previously a Portfolio Manager with BPV Capital Management where he constructed investment portfolios on behalf of clients. Prior to BPV, he helped launch Cain Brothers Asset Management (CBAM) where he was responsible for all aspects of the accounting and trading infrastructure as well as investment management operations. Prior to CBAM, Mr. Perez built and led a team overseeing middle office trading operations at BNY Mellon.

Mr. Perez received his BA degree from the University of Florida and is a Chartered Financial Analyst (CFA). He serves on the Orlando CFA board and is involved in various volunteer activities in central Florida.

Clients