Profile
Mr. Francisco J.
Perez, CFA, is a Portfolio Manager at BPV Capital Management LLC.
e is an investment professional with more than 10 years of experience.
He is responsible for analysis, trading, and management of all fixed income portfolios.
Prior to joining BPV Capital Management in September 2015, Mr. Perez served as a Portfolio Manager with Cain Brothers Asset Management.
Before working on their fixed income team, he joined Cain Brothers Asset Management as Head of Investment Operations.
He was responsible for implementing and setting up many facets of CBAM’s infrastructure.
He also worked as Senior Trade Support Associate by The Bank of New York Mellon Corp., Account Controller by State Street Corp.
Mr. Perez received his BA in Business Administration with specialty in global business from the University of Florida.
He is a CFA charterholder.
Former positions of Francisco Javier Perez
Companies | Position | End |
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BPV Capital Management LLC
BPV Capital Management LLC Investment ManagersFinance Founded in 2009, BPV Capital Management LLC is a registered investment advisor located in Knoxville, Tennessee. The firm provides investment management services to institutions, corporations, trusts and individuals through separately managed accounts with a concentration on participants in the healthcare industry. In addition, the firm offers two offshore, privately-offered investment funds (structured as a master fund and a feeder fund), BPV Resolute Master Fund Ltd. and BPV Resolute Fund Ltd, both of which are Cayman Island exempted companies. BPV also also provides institutional investment management services for indentured funds to tax-exempt healthcare systems, tax-exempt senior living providers and other tax-exempt issuers. [ | Portfolio Manager-Fixed Income | 2016-08-03 |
BPV Resources LLC
BPV Resources LLC Investment ManagersFinance BPV Resources LLC is a hedge fund manager located in New York City. The firm was formed as Cain Brothers Asset Management LLC in 2009. In 2015, the firm was acquired by BPV Capital Management LLC and the name was changed to BPV Resources. They provide investment management services to institutions, corporations, trusts and individuals, with an emphasis on participants in the healthcare industry. | Analyst-Fixed Income | 2015-09-01 |
BANK OF NEW YORK MELLON CORPORATION (THE) | Corporate Officer/Principal | 2010-03-31 |
STATE STREET CORPORATION | Corporate Officer/Principal | 2005-12-31 |
Training of Francisco Javier Perez
University of Florida | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Listed companies | 2 |
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STATE STREET CORPORATION | Finance |
BANK OF NEW YORK MELLON CORPORATION (THE) | Finance |
Private companies | 2 |
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BPV Resources LLC
BPV Resources LLC Investment ManagersFinance BPV Resources LLC is a hedge fund manager located in New York City. The firm was formed as Cain Brothers Asset Management LLC in 2009. In 2015, the firm was acquired by BPV Capital Management LLC and the name was changed to BPV Resources. They provide investment management services to institutions, corporations, trusts and individuals, with an emphasis on participants in the healthcare industry. | Finance |
BPV Capital Management LLC
BPV Capital Management LLC Investment ManagersFinance Founded in 2009, BPV Capital Management LLC is a registered investment advisor located in Knoxville, Tennessee. The firm provides investment management services to institutions, corporations, trusts and individuals through separately managed accounts with a concentration on participants in the healthcare industry. In addition, the firm offers two offshore, privately-offered investment funds (structured as a master fund and a feeder fund), BPV Resolute Master Fund Ltd. and BPV Resolute Fund Ltd, both of which are Cayman Island exempted companies. BPV also also provides institutional investment management services for indentured funds to tax-exempt healthcare systems, tax-exempt senior living providers and other tax-exempt issuers. [ | Finance |
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