Nancy Perez

Perez, Nancy

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.