Richard Perea is the Founder and Principal of Wealth Management Associates, LLC ("WMA"), a firm that served institutional clients only. Originally a financial planning firm, WMA evolved into one that provided its services to clients establishing proprietary trading firms to be owned by other institutions and/or Reg D Qualified Investors. Examples of WMA's former activities include establishing trading relationships (counter-parties) for international fixed-income and options-based proprietary trading firms. In 1999, Richard was awarded the Chairman's Award at American Express Corporation for his role in enabling American Express to seamlessly provide trust and estate services to American Express clients on a global basis. In cooperation with American Express Bank, he established a pilot program for servicing the retail clients of non-U.S. banks in New York. His licensing background includes FINRA Series 7, 63 and 66 Securities Licenses. Richard is a Chartered Financial Consultant (ChFC) Emeritus.Wealth Management Associates is no long actively seeking clients and appreciates the confidence expressed by those individuals and firms associated with WMA over its twenty-year history. In May of 2022 Richard assumed the duties of a Docent at the Museum of Fine Arts in St. Petersburg, Florida--the only encyclopedic fine-arts museum in the State. Richard's focus is late nineteenth-and-early-twentieth-century European art.
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PrincipalWealth Management Associates, Llc Apr 2002 - Dec 2021Providing solutions to financial institutions, particularly proprietary trading firms. Our clients and ongoing working relationships have included broker/dealers, bond trading firms and boutique investment banks in the U.S. and abroad.
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Registered RepresentativeIng Financial Partners Jan 2007 - Jun 2011Tampa, FlProvided community banks with the opportunity to provide financial services to their customers--on an immediately profitable basis. As a Registered Investment Advisor with ING Financial Partners, worked with an ING Managing Director/colleague-partner to identify and place appropriate financial service representatives in participating banks.
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Vice PresidentMarine Midland Bank, N.A. Apr 1978 - Mar 1984New York And LondonDeveloped business for the bank's corporate and sovereign risk clients. Syndicated corporate and government agency debt for Latin American and European corporate and public-sector ("sovereign risk") borrowers. Responsibilities included coordinating activities on a deal-specific basis with the bank's offices in New York and London.
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Assistant Vice PresidentChemical Bank Apr 1975 - Apr 1978New York, NyArea manager for the Caribbean. Primary responsibility for establishing and maintaining correspondent banking and multi-national corporate relationships in that area.
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Assistant Vice PresidentJ. Henry Schroder Banking Corporation Dec 1973 - Apr 1975New York, NyCountry manager for Mexico. Originated and syndicated debt for sovereign entities and multi-national corporations. Authored "Investing in Mexico" for corporate publication and client distribution.
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Asst. Cashier And TreasurerFirst National Citi Bank Nov 1972 - Dec 1973Bogota, ColombiaTreasurer and money desk manager for Citi's operations in Colombia. Responsibility for cross-currency exposure and funding of corporate lending operations and Citi-owned congenerics.
Richard Perea Education Details
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Economic Development & Public Policy -
Political Science
Frequently Asked Questions about Richard Perea
What is Richard Perea's role at the current company?
Richard Perea's current role is Principal, Wealth Management Associates, LLC.
What schools did Richard Perea attend?
Richard Perea attended Princeton University, University Of California.
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