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Michael G. Perez
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Michael G. Perez

Managing Director
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Michael has over 25 years of experience in providing professional services to the wealth management industry with a target on private banking and trust companies. His unique combination of asset management business skills and systems experience has helped him lead multiple finance transformation programs such as business process outsourcing, financial systems implementation, merger conversion and integration, performance improvement and process redesign. Previously, Michael was the president and owner of a New York-based technology consulting firm dedicated to providing professional services to some of the oldest trust companies in the U.S. that provide personal wealth management both domestically and internationally for some of the wealthiest individuals and families. His past experience also includes Grant Thornton LLP, Fiduciary Trust International and Chase Private Banking. Michael lives in New York.

Previous Experience
  • Oakbrook Solutions
  • Grant Thorton LLP
  • Fiduciary Trust International
  • Chase Private Banking
  • Michael Gary Perez Consulting
Up Close with
Michael

Who or what inspires you in your job?

I’m inspired by the opportunities to address challenging business and operating model issues, working closely with talented colleagues and the diversity and variety of my clients.

What excites you most about the WealthTech industry right now?

I’m excited about the powers of Chat GPT.

What are three words that describe how you do your job?

I do my job with advocacy, passion and professionalism.

Michael G. Perez
Back to Team

Michael G. Perez

Managing Director
Email IconLinkedIn Icon

Michael has over 25 years of experience in providing professional services to the wealth management industry with a target on private banking and trust companies. His unique combination of asset management business skills and systems experience has helped him lead multiple finance transformation programs such as business process outsourcing, financial systems implementation, merger conversion and integration, performance improvement and process redesign. Previously, Michael was the president and owner of a New York-based technology consulting firm dedicated to providing professional services to some of the oldest trust companies in the U.S. that provide personal wealth management both domestically and internationally for some of the wealthiest individuals and families. His past experience also includes Grant Thornton LLP, Fiduciary Trust International and Chase Private Banking. Michael lives in New York.

Previous Experience
  • Oakbrook Solutions
  • Grant Thorton LLP
  • Fiduciary Trust International
  • Chase Private Banking
  • Michael Gary Perez Consulting
Expertise
Up Close with
Michael

Who or what inspires you in your job?

I’m inspired by the opportunities to address challenging business and operating model issues, working closely with talented colleagues and the diversity and variety of my clients.

What excites you most about the WealthTech industry right now?

I’m excited about the powers of Chat GPT.

What are three words that describe how you do your job?

I do my job with advocacy, passion and professionalism.

Latest Insights from

Michael

Latest Insights

How Family Offices Can Overcome Tech Adoption Shyness
How Family Offices Can Overcome Tech Adoption Shyness
News

How Family Offices Can Overcome Tech Adoption Shyness

Managing Data Complexities within Family Offices with Technology
Managing Data Complexities within Family Offices with Technology
Insight

Managing Data Complexities within Family Offices with Technology

Latest News & Insight from

Michael

Latest Insight

How Family Offices Can Overcome Tech Adoption Shyness
News