MEET OUR TEAM

Lad Perenyi

Investment Committee
CFA

Mr. Lad Perenyi has over 40 years of experience in financial analysis and investment asset valuation. Lad has a bachelor’s degree from the University of California at Santa Cruz and holds an MBA from Thunderbird Graduate School. In addition to being a lifelong student of the financial markets, Lad’s career specializations include sovereign debt restructuring, corporate finance for multinational corporations, and energy finance. He has held positions at JPMorgan Chase, Mitsubishi UFJ Financial Group, and Comerica Bank. Mr. Perenyi is a CFA® Charterholder and assists Precedent Wealth Partners by acting as an independent consultant to the Investment Committee.