General Investing >> Money Manager Interviews >> March 22, 2019
Nancy Perez, CFA, is a Senior Portfolio Manager and Managing Director of Boston Private, a leading provider of fully integrated wealth management, trust and private banking services. She started her career about 30 years ago at Earl Foster Associates, which was a boutique RIA firm, and through subsequent mergers and acquisitions, it was purchased by Boston Private. She currently manages two of the firm's proprietary strategies: the dividend growth strategy and the quality growth strategy. She is also a member of the firm's Asset Allocation and Investment Policy Committees. She graduated summa cum laude from the University of Miami. Profile
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TWST: Could you please introduce yourself?
Ms. Perez: My name is Nancy Perez. I am a Senior Portfolio Manager and Managing Director of Boston
