Francisco Javier Perez, Cfa Email and Phone Number
Francisco Javier Perez, Cfa work email
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Francisco Javier Perez, Cfa personal email
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Proven, multi-faceted investment professional with a passion for private investments, creating and building portfolios, operational efficiencies, relationships, businesses, and teams. Focused on helping businesses and teams succeed. Extensive experience in investment management, investment banking, and financial services. Currently serve as Director at BlackPoint Capital with a focus on healthcare innovation. Concurrently, also act as Director at Skyview Investment Advisors, overseeing fixed income investment portfolios and as managing director at Commenda providing merchant banking services to private company clients. F. Javier Perez, CFA is a Registered Representative of Finalis Securities LLC Member FINRA / SIPC.
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DirectorBlackpoint Capital Jun 2022 - Present -
DirectorBlackpoint Capital Jun 2022 - Aug 2023BlackPoint Capital is an investment firm and merchant bank focused in private markets and private funds. BlackPoint is affiliated with SkyView Investment Advisors, a registered investment advisor with a total of $4 Bilion in AUM. BlackPoint Capital deploys capital globally across public & private markets via private funds, co-investments, and merchant banking solutions. -
DirectorSkyview Investment Advisors Sep 2016 - PresentShrewsbury, Nj, UsManage and direct client investments, operations, manager and investment due diligence, market intelligence, and assist with macro strategy and investment structuring. Responsible for relationship management for healthcare sector clients. -
Chief Strategic AdvisorThe Medtech Digest Jan 2024 - Present -
Advisory Board MemberMedtech Momentum Dec 2021 - PresentOrlando, Florida, Us -
MentorLead Sports & Health Tech Partners Sep 2021 - PresentBerlin, Berlin, De -
Advisory Council MemberCfa Society Orlando Aug 2020 - PresentOrlando, Florida, Us -
Immediate Past President, Board MemberCfa Society Orlando Jul 2017 - Aug 2020Orlando, Florida, Us -
Board MemberOrlando City Soccer Foundation, Inc. Jul 2019 - Present
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Managing Director, Healthcare And Chief Operating OfficerCommenda Capital Aug 2016 - Jun 2023Atlanta, Ga, UsCommenda Capital is a merchant banking firm which provides strategic advice and tailored financial solutions to lower to middle-market companies seeking capital for growth, recapitalization, shareholder liquidity, and restructuring.Our typical transaction size is between $2 million to $50 million. We invest in and raise capital for early and established, later stage start-up companies. We can assist companies in any sector but our expertise is most acute in health care, manufacturing, real estate, and financial services. Our team has over 200 years of combined experience operating, funding and growing successful companies. We bring to the table a unique ability to assist companies with a range of strategic and financial support they may need. We provide the tools, contacts, business strategy, and capital that are critical to optimizing a firm’s value. -
Portfolio ManagerBpv Capital Management - Back Porch Vista Mar 2015 - Aug 2016Knoxville, Tennessee, UsResponsible for management of fixed income strategies at BPV Capital Management with assets ranging from $1 billion to $1.5 billion. Responsible for analysis, trading, implementation, and management of all fixed income portfolios. Strategies managed exhibit top quartile performance. Sit on investment and best execution committees. Responsible for risk management oversight. -
Portfolio ManagerCain Brothers Asset Management Jun 2014 - Mar 2015Orlando, Florida, UsResponsible for management of fixed income strategies at Cain Brothers Asset Management. Responsible for analysis, trading, implementation, and management of all fixed income portfolios. Strategies managed exhibited top quartile performance. Sat on investment and best execution committees. Responsible for risk management oversight. -
Assistant Portfolio ManagerCain Brothers Asset Management Jun 2011 - Jun 2014Orlando, Florida, UsCo-manage Cain Brothers Asset Management's fixed income strategies. Responsible for trading, managing, analysis, and risk management for all of CBAM's fixed income portfolios. Lead on cash management and indentured fund mandates. Improved investment process by implementing risk management tools and trading infrastructure. Responsible for performance attribution and internal reporting. Heavily involved in sales and marketing process. -
Head Of Investment OperationsCain Brothers Asset Management Feb 2010 - Jun 2011Orlando, Florida, UsResponsible for setting up trading and accounting infrastructure at start-up investment management company. Responsible for setting up operations team and workflows with oversight responsibility. -
Senior Trade Support Associate / Tech Control SpecialistBank Of New York Mellon Aug 2007 - Feb 2010New York, Ny, UsMiddle office functions for client that outsourced all middle office responsibility to BNY Mellon. Was one of the first hires and helped set-up and implement work flows, team, and software. Worked closely with client to hand off responsibility and acted as de facto manager for team. -
Reconciliation SpecialistBank Of New York Mellon Sep 2006 - Aug 2007New York, Ny, Us -
Account ControllerState Street Corp. 2004 - 2006Boston, Massachusetts, Us
Francisco Javier Perez, Cfa Skills
Francisco Javier Perez, Cfa Education Details
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University Of Florida - Warrington College Of Business -
Grenoble Ecole De ManagementInternational Business
Frequently Asked Questions about Francisco Javier Perez, Cfa
What company does Francisco Javier Perez, Cfa work for?
Francisco Javier Perez, Cfa works for Blackpoint Capital
What is Francisco Javier Perez, Cfa's role at the current company?
Francisco Javier Perez, Cfa's current role is Director at BlackPoint Capital.
What is Francisco Javier Perez, Cfa's email address?
Francisco Javier Perez, Cfa's email address is fp****@****tal.com
What schools did Francisco Javier Perez, Cfa attend?
Francisco Javier Perez, Cfa attended University Of Florida - Warrington College Of Business, Grenoble Ecole De Management.
What skills is Francisco Javier Perez, Cfa known for?
Francisco Javier Perez, Cfa has skills like Portfolio Management, Investments, Fixed Income, Bloomberg, Trading, Alternative Investments, Capital Markets, Financial Modeling, Asset Management, Investment Strategies, Hedge Funds, Mutual Funds.
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