Geraldo Perez

Geraldo Perez has a diverse work experience spanning several companies. Geraldo started their career at Lone Star National Bank, where they held the positions of Vice President and later Senior Vice President. In these roles, they managed fixed income portfolios, developed liquidity strategies, and oversaw public finance banking. Following their time at Lone Star National Bank, Perez worked as an Investment Consultant at R. A. Perez & Associates. Geraldo then joined Matterhorn Capital as a Portfolio Manager, where they specialized in tax-exempt and taxable municipal bond strategies. Most recently, they served as a Senior Vice President at Siebert Williams Shank. Throughout their career, Perez has demonstrated expertise in portfolio management, investment consulting, and public finance banking.

Geraldo Perez attended St. Mary's University from 1996 to 2000, where they obtained a B.B.A. degree in Corporate Financial Management.