Francisco Javier Perez, CFA
Francisco Javier Perez, CFA, has extensive experience in investment banking, investment management, and financial services. Mr. Perez currently serves as Managing Director and Chief Operating Officer for Commenda, Inc. as well as Principal for Commenda Securities, LLC. Mr. Perez has been involved in a myriad of roles in the investment and financial advisory space. Specific areas of expertise are in managing and directing client investments, helping launch and structure investment teams and funds, operational efficiencies, due diligence, market strategy, and in assisting companies with strategic and funding concerns.
Mr. Perez’s passion is in creating and building relationships, businesses, and teams, primarily in the healthcare innovation space. Thanks to many years of experience serving health care clients, Mr. Perez possesses an acute understanding of many of the issues important to participants in the health care space and specifically as it relates to investments and strategy.
In addition to his roles at Commenda, Mr. Perez also serves as Portfolio Specialist at Skyview Investment Advisors where Mr. Perez oversees investment portfolios on behalf of health care clients. Mr. Perez was previously a Portfolio Manager with BPV Capital Management where he constructed investment portfolios on behalf of institutional clients. Previous to that role, he helped launch Cain Brothers Asset Management (CBAM). At CBAM, Mr. Perez sat on the investment committee, built all aspects of the accounting and trading infrastructure, and oversaw investment operations. Prior to CBAM, Mr. Perez led and helped build a team overseeing middle office trading operations at BNY Mellon.
Mr. Perez serves on the Orlando City Soccer Foundation Board and CFA Orlando Advisory Council and is involved in various volunteer roles in the central Florida region, including teaching financial literacy classes at Second Harvest Food Bank. He received his BA degree from the University of Florida and is a Chartered Financial Analyst (CFA).