Graciela has been in the financial industry for the past four decades and is the relationship manager of Perez Wealth Management . Her focus is the development of new investment relationships and client service. Graciela has extensive knowledge regarding international wealth structuring vehicles such as trusts and private investment companies. Prior to establishing her family independent investment firm, she worked at a major wire house and investment bank for 20 years. Prior to that she associated with a Swiss private investment advisory firm. Graciela also has extensive banking experience, having worked for a number of major banking firms.
Her diplomatic career began at the United Nations, where she worked with the Mission of Costa Rica to the UN. She was then transferred to the Ministry of Foreign Affairs in San Jose, Costa Rica, as the Assistant to the Minister of Foreign Affairs in San Jose. Finally, she was appointed by the Foreign Minister as Consul of Costa Rica in Miami. Graciela earned her Certified Investment Management Analyst (CIMA) in 2004. The designation is conferred by IMCA, Investment Management Consultants Association in coordination with The Wharton School of Business. She also participated in an Executive Symposium at Harvard University, Extension School called “Expanding Cognitive Capacity” in 2009. She has her FINRA licenses 7, 27, 63 and 65 and the Insurance license of the State of Florida.
Jorge started his wealth management career at a major investment bank in 2002. During the 13 years that he was with the firm, he specialized in the management of client portfolios, analyzing markets and structuring investments to satisfy clients’ long term goals and liquidity needs. He specializes in discretionary investment strategies through various proprietary portfolios. In 2006 he qualified for the Certified Investment Management Analyst (CIMA) designation conferred by IMCA, Investment Management Consultants Association in coordination with The Wharton School of Business. Jorge was recognized by the Market Technicians Association as an Active Member after having completed a rigorous 3 year study program. He received the Chartered Market Technician professional designation in 2013. Jorge participated in a special program at the University of Chicago Booth School of Business for portfolio managers in 2008 and 2009. He has his FINRA licenses 7 and 66.
Jorge graduated from the Florida State University in Finance and Mutinational Business with a Minor in Spanish. He participated in the FSU International Studies Program during the summer of 2000 in Spain. He was the Vice-president of the Cuban-American Student Association and member of the Hispanic Honor Society – Foundation Oscar Arias.
Cathy has 15 years of experience in client service, problem resolution and strategic thinking. Her career path brought her to Spain where she lived for 5 years working abroad. Upon her return, she specialized in the operations division for various luxury hotels, having worked in international sales and revenue management. As a recent addition to the team, Cathy brings her expertise and knowledge of years servicing clients and finding solutions to challenging situations. Her dedication and work ethics have made her an invaluable asset to the clients and the team. She graduated from Florida International University with a Bachelor of Science in Hospitality Management and she also holds a Microsoft Certified Professional Designation.