WMA Management

RICHARD A. PEREA, ChFC, is a Chartered Financial Consultant (Emeritus) and the Principal of Wealth Management Associates, LLC. Mr. Perea was Treasurer of Citibank's Country Operations in South America and, subsequently, Vice President in the International and Merchant Banking Groups of Marine Midland Bank, NA in New York (now HSBC). His responsibilities included the syndication of European and Latin American debt through that bank's offices in New York and London, as well as maintaining relationships with correspondent banks and multinational corporate clients.

Mr. Perea's professional background include Securities Series 7, 63 and 66 licenses. He is an Emeritus-holder of the ChFC Certification (Chartered Financial Consultant), and holds a Certificate in Offshore Trust, Ownership Structures and Asset Protection Strategies from American Express Bank, Ltd.

 Mr. Perea's professional recognition includes The Chairman's Award from American Express Corporation for the establishment of the Global Fiduciary Services Initiative, enabling the coordinated delivery of trust and estate planning services to high-net-worth clients of American Express Bank around the world.

Richard holds an MPA degree from Princeton University and a BA from the University of California.

 

 

 

 

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