Profiel
Mr. James Perry, CFA MBA, is Senior Investment Officer at San Bernardino County Employees' Retirement Association.
He joined San Bernardino in 2004.
He is responsible for contracting, oversight, analysis, and reporting on over $4.5 billion of the Plan’s assets that are invested in real assets, private equity, hedge funds and traditional assets.
In 1995 Mr. Perry began his career in finance as a financial advisor with Merrill Lynch after leaving the Navy.
In 2000, he was accepted into the firm’s Private Investment Advisor portfolio management program.
From 1986 through 1994, he was a Naval Aviator in the US Navy where he served as a Helicopter Aircraft Commander and completed training in the elite Sea Based Weapons Advanced Tactical Systems program.
Mr. Perry earned a Bachelors of Science in Biochemical & Biophysical Sciences from the University of Houston in 1986.
He also earned a Masters of Business Administration with Distinction from National University in 1995 and is a CFA and CAIA charter holder.
Eerdere bekende functies van James Perry
| Bedrijven | Functie | Einde |
|---|---|---|
San Bernardino County Employees' Retirement Association
 San Bernardino County Employees' Retirement Association Investment ManagersFinance San Bernardino County Employees' Retirement Association (SBCERA) is a state-owned pension fund manager headquartered in San Bernardino, California. The firm was founded in 1945 under the California County Employees Retirement Law of 1937 (CERL). SBCERA manages a defined benefit pension plan that provides retirement, disability, and death benefits on behalf of various members and beneficiaries. All active members and participating employers contribute to SBCERA. | Portefeuillebeheerder-Aandelen | 01-03-2014 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 31-12-2003 |
| United States Navy (District of Columbia) | Corporate Officer/Principal | - |
Opleiding van James Perry
| National University | Masters Business Admin |
| University of Houston | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
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San Bernardino County Employees' Retirement Association
San Bernardino County Employees' Retirement Association Investment ManagersFinance San Bernardino County Employees' Retirement Association (SBCERA) is a state-owned pension fund manager headquartered in San Bernardino, California. The firm was founded in 1945 under the California County Employees Retirement Law of 1937 (CERL). SBCERA manages a defined benefit pension plan that provides retirement, disability, and death benefits on behalf of various members and beneficiaries. All active members and participating employers contribute to SBCERA. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
| United States Navy (District of Columbia) | Government |
