Jose Perez

Portfolio Associate

I joined Versant Capital Management in 2020 as a portfolio associate. In this role, I am responsible for many things, including the set-up, quality control, and maintenance of client accounts; the compilation and completion of client, custodian, and firm paperwork; the review and maintenance of client transactions and activity; and the execution of tasks such as asset transfers, report preparation and general support of portfolio and investment strategies.

Before joining Versant, I worked at Charles Schwab in Phoenix for five years, the last two as an advisor service professional. Before that, I was with the firm’s Client Banking Services division, where I guided on Schwab’s products and services.

I was born in Perez Zeledon, Costa Rica, and moved with my family to the U.S. when I was nine years old due to economic hardships in Central America following 9/11. After graduating high school in Florence, AZ, I realized that a meaningful career was far more attainable in the U.S. than in my home country. I am currently attending Rio Salado Community College to obtain a degree in business. I hold the FINRA Series 7 general securities representative license and the Series 63 license to transact securities business.

I am excited to be a member of Versant’s client-facing team. Que tus ganas de servir sean tantas, que lleguen a Ser-vicio! There is no literal translation for this saying, but it is the concept of ‘being of service,’ which encompasses and impacts my personal and professional life. I want to ensure that the goals set by our wealth counselors are executed in the most efficient and beneficial manner for our clients, leading to trustworthy and long-lasting relationships.

As the parent of a young son, much of my free time is spent with him, playing soccer, and being in nature on the weekends with family and friends.