Margarita Perez, CPA – Founder, President, CIO, Portfolio Manager, & CCO
Ms. Perez is President and Chief Investment Officer of Fortaleza Asset Management, Inc., which she founded in June, 1990. Ms. Perez oversees all investment management decisions and is responsible for daily monitoring of all portfolios, including investment performance, sector allocation, and risk management. Ms. Perez has over 35 years of experience in the fields of finance and accounting. Prior to the formation of Fortaleza, she was Vice President and Portfolio Manager for Monetta Financial Services in Chicago. Ms. Perez entered the financial industry at Borg-Warner Corporation in 1974. While there, she held positions in their Cash Management Department, Finance Department and finally Pension Investments where she co-managed a $250 million small cap portfolio with specific responsibilities for reviewing and analyzing stock investments in the technology and retail sectors.
Educated at DePaul University, Ms. Perez earned a B.S. in Commerce with a concentration in Finance in 1978 and an MBA with a concentration in International Business in 1981. Ms. Perez is a Certified Public Accountant and has completed Levels I and II of the Chartered Financial Analyst Exam. Ms. Perez holds Series 7 and 65 licenses.
Ms. Perez is a member of The National Association of Securities Professionals (NASP), American Institute of CPA’s, the CFA Institute. She has signed on numerous boards such as The New America Alliance, DePaul University’s College of Commerce Advisory Council and NASP.
Tim Hurlburt – Vice President, Senior Investment Analyst, & Portfolio Manager
Mr. Hurlburt joined Fortaleza Asset Management in April 2010 as a Vice President and Senior Investment Analyst focusing primarily on the technology sector. He has been involved in the investment industry since 1995. Mr. Hurlburt‘s career began in the business management division at Crown, Cork & Seal Company where he served as Plant Controller. His equity capital markets career began when Mr. Hurlburt joined the Investment Board for the State of Wisconsin, first as an Intern for the Global Value Fund and then as a Domestic Equity Analyst. While on the Investment Board, he was responsible for generating buy and sell ideas mainly in software, internet and telecom. Mr. Hurlburt then joined Lord Abbett where he served as a Senior Analyst for a mid-cap growth fund and later as a generalist for the small-cap growth fund. During his tenure with Lord Abbett, he was required to make all buy and sell decision and proposed allocations for each technology and telecom stock in the portfolio. In 2007, Mr. Hurtlburt joined Brazos Capital Management where his responsibilities included research and stock idea recommendations overseeing the following industries: software, internet, and metals and mining.
Mr. Hurlburt received a B.S. in Accounting from the University of Wisconsin – Oshkosh and a M.S. in Finance from the University of Wisconsin – Madison. Mr. Hurlburt is a Chartered Financial Analyst charterholder; earned the CFA designation in 2000.
Christina Perez – Vice President, Portfolio Manager
Ms. Perez has served as Vice President, Portfolio Manager at Fortaleza since 2012. She brings over twelve years of experience in the asset management industry. Ms. Perez currently manages the overall client portfolios as well as the operations of Fortaleza. She is also involved in the research and analysis of the Consumer and Industrials sectors. Prior to 2012, she served as an Investment Analyst for Fortaleza starting in September 2008, focusing primarily in the research of Specialty Retail and Restaurant stocks. In late 2009, she expanded her role to lead analyst for all Consumer Discretionary and in Mid-2010 she added Consumer Staples. Previously, she served as a Research Associate for Fortaleza effective August 2004 assisting the portfolio managers and also serving as client service support.
Ms. Perez graduated from DePaul University in 2004 with a B.S. in Commerce with a concentration in Finance and holds an MBA from Loyola University Chicago Graduate School of Business as of May 2010.