Profile
Margarita Perez was the founder of Fortaleza Asset Management, Inc. which was founded in 1990, where she held the titles of President, CIO & Portfolio Manager.
Ms. Perez also held the position of Vice President & Portfolio Manager at Monetta Financial Services, Inc. in 1990 and Senior Financial Analyst at Borg-Warner Corp.
in 1989.
Ms. Perez received her undergraduate degree and MBA from DePaul University in 1981.
Former positions of Margarita Perez
| Companies | Position | End |
|---|---|---|
Monetta Financial Services, Inc.
 Monetta Financial Services, Inc. Investment ManagersFinance Monetta Financial Services, Inc. (MFSI) is an independent registered investment advisor headquartered in Wheaton, Illinois. The firm was founded by Robert S. Bacarella in 1984. MFSI manages two no-load mutual funds. The Monetta Fund is their flagship fund. | Corporate Officer/Principal | 31/05/1990 |
| Borg-Warner Corp. | Corporate Officer/Principal | 02/01/1989 |
Fortaleza Asset Management, Inc.
 Fortaleza Asset Management, Inc. Investment ManagersFinance Founded by Margarita Perez in 1990, Fortaleza Asset Management, Inc. is a registered investment advisory firm located in Chicago. The firm specializes in investment management for clients in the U.S. and Puerto Rico. | Chief Executive Officer | - |
Training of Margarita Perez
| DePaul University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Fortaleza Asset Management, Inc.
Fortaleza Asset Management, Inc. Investment ManagersFinance Founded by Margarita Perez in 1990, Fortaleza Asset Management, Inc. is a registered investment advisory firm located in Chicago. The firm specializes in investment management for clients in the U.S. and Puerto Rico. | Finance |
Monetta Financial Services, Inc.
Monetta Financial Services, Inc. Investment ManagersFinance Monetta Financial Services, Inc. (MFSI) is an independent registered investment advisor headquartered in Wheaton, Illinois. The firm was founded by Robert S. Bacarella in 1984. MFSI manages two no-load mutual funds. The Monetta Fund is their flagship fund. | Finance |
| Borg-Warner Corp. | Process Industries |
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- Margarita Perez
