Jose Perez joined Versant in 2020 as a portfolio associate. In this role, he is responsible for 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 Capital Management Jose worked at Charles Schwab in Phoenix for five years, the last two as an advisor service professional. Before that, he was with the firm’s Client Banking Services division, where he provided guidance on Schwab’s products and services.
Jose was born in Perez Zeledon, Costa Rica, and moved with his family to the U.S. when he was nine years old due to economic hardships in Central America following 9/11. After graduating high school in Florence, AZ, Jose realized that a meaningful career was far more attainable in the U.S. than in his home country. He is currently attending Rio Salado Community College to obtain a degree in business. He holds the FINRA Series 7 general securities representative license and the Series 63 license that allows him to transact securities business.
Jose is excited to be a member of Versant’s client-facing team. Que tus ganas de servir sean tantas, que lleguen a Ser-vicio, he explains. “There is no literal translation for this saying, but it is the concept of ‘being of service,’ which encompasses and impacts both 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.”
Jose is the parent of a young son and enjoys playing soccer and being in nature on the weekends with family and friends.