Oscar Perez
Senior Advisor
Oscar Perez is a Senior Advisor based out of Pathstone’s New Jersey Office, who works alongside several Managing Directors and Directors serving ultra high net worth individuals, family offices, and institutions. Specifically, Oscar helps to provide a range of services including portfolio construction, asset allocation, goals based and liability based investing, investment performance reporting and other customized financial solutions designed to meet clients’ goals.
Prior to his role at Pathstone, Oscar worked at MetLife Stadium managing the Premium Level clubs during football games, concerts, and other public and private events.
Oscar graduated from Ramapo College of New Jersey with a bachelor’s in Finance and a minor in Music. He served as the vice president of the finance club, a board member on the music club, and played club lacrosse his first 2 years. He is currently working towards earning the CFA charter and is currently a level 3 candidate.
In his free time Oscar likes to play guitar, rock climb, spend time with his friends and family as well as staying active.
Group
Office
Oscar Perez is a Senior Advisor based out of Pathstone’s New Jersey Office, who works alongside several Managing Directors and Directors serving ultra high net worth individuals, family offices, and institutions. Specifically, Oscar helps to provide a range of services including portfolio construction, asset allocation, goals based and liability based investing, investment performance reporting and other customized financial solutions designed to meet clients’ goals.
Prior to his role at Pathstone, Oscar worked at MetLife Stadium managing the Premium Level clubs during football games, concerts, and other public and private events.
Oscar graduated from Ramapo College of New Jersey with a bachelor’s in Finance and a minor in Music. He served as the vice president of the finance club, a board member on the music club, and played club lacrosse his first 2 years. He is currently working towards earning the CFA charter and is currently a level 3 candidate.
In his free time Oscar likes to play guitar, rock climb, spend time with his friends and family as well as staying active.
