Paul R. Perez

Paul R. Perez is a Founding Partner at Delegate Advisors, LLC, a Registered Investment Adviser serving ultra-high-net-worth families. He advises one family, having previously served on the investment committee and as Chief Compliance Officer at Delegate. Additionally, Paul is Chief Investment Strategist for Conway Partners, LLC, an investment advisor for Asymmetric Growth Partners, LP, and holds various trustee and executor roles for wealthy families. With an impressive academic background and professional affiliations, he is a Chartered Financial Analyst and Stanford Associates designation holder.