Career history of Margarita Perez
Former positions of Margarita Perez
| Companies | Position | Start | End |
|---|---|---|---|
Monetta Financial Services, Inc.
 Monetta Financial Services, Inc. Investment ManagersFinance Monetta Financial Services, Inc. (MFSI) is an independent registered investment advisor headquartered in Wheaton, Illinois. The firm was founded by Robert S. Bacarella in 1984. MFSI manages two no-load mutual funds. The Monetta Fund is their flagship fund. | Corporate Officer/Principal | 1990-05-30 | 1990-05-30 |
| Borg-Warner Corp. | Corporate Officer/Principal | 1989-01-01 | 1989-01-01 |
Fortaleza Asset Management, Inc.
 Fortaleza Asset Management, Inc. Investment ManagersFinance Founded by Margarita Perez in 1990, Fortaleza Asset Management, Inc. is a registered investment advisory firm located in Chicago. The firm specializes in investment management for clients in the U.S. and Puerto Rico. | Chief Executive Officer | 1990-05-31 | - |
| Chief Investment Officer | 1990-05-31 | - | |
| Compliance Officer | 1990-05-31 | - | |
| Founder | 1990-05-31 | - | |
| Portfolio Manager-Equities | 1990-05-31 | - | |
| President | 1990-05-31 | - |
Training of Margarita Perez
| DePaul University | Masters Business Admin |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 2 |
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
| Process Industries | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Fortaleza Asset Management, Inc.
Fortaleza Asset Management, Inc. Investment ManagersFinance Founded by Margarita Perez in 1990, Fortaleza Asset Management, Inc. is a registered investment advisory firm located in Chicago. The firm specializes in investment management for clients in the U.S. and Puerto Rico. | Finance |
| Borg-Warner Corp. | Process Industries |
Monetta Financial Services, Inc.
Monetta Financial Services, Inc. Investment ManagersFinance Monetta Financial Services, Inc. (MFSI) is an independent registered investment advisor headquartered in Wheaton, Illinois. The firm was founded by Robert S. Bacarella in 1984. MFSI manages two no-load mutual funds. The Monetta Fund is their flagship fund. | Finance |
- Stock Market
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- Margarita Perez
- Experience
