About Us
Will Perez serves as the Founder and Chief Executive Officer of PCM Family office, bringing with him a wealth of banking experience spanning over 22 years.
His extensive background encompasses various aspects of banking, including consumer banking, commercial banking, and private banking. Notably, he managed the North Florida Region for a top 25 banking institution.
Most recently he was Private Banker
with J.P. Morgan, where he focused on advising the ultrahigh net worth in the Tampa Bay community. Will's expertise extends beyond the typical financial advisory roles, where he has provided guidance to numerous private companies in a wide range of transactions.
These included IPO’s, securitized debt transactions, equity private placements and M&A transactions. He is humbled to have had advised on liquidity events totaling over $1.2 billion, managed assets exceeding $1.5 billion, and structured debt portfolios surpassing $800 million.
Will is the proud husband of Dr. Jennifer Perez and is a proud dad to their three daughters.
Will currently serves on the Executive committee of the Alumni board at his alma matter the University of South Florida.
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