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Glad M. Perez

Glad M. Perez

Senior Financial Advisor & Managing Partner

Glad has worked in the financial services arena since 2005. She is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Her goal is to provide every client with targeted, comprehensive financial advice and portfolio management services delivered with the highest level of personal service and professional integrity.

She previously was Vice President of Marketing and E-Commerce at Affinity Federal Credit Union in Basking Ridge, NJ, the largest credit union in New Jersey. She led programs offering an array of personal and business financial services to members, companies and organizations. While there, Glad served as Board Member of the Affinity Investment Services, LLC Board and was an integral part of the senior leadership team. Prior to that, Glad worked at AT&T for over 20 years in various senior leadership positions where she led many successful product and service launches in domestic, global and multicultural markets across many channels.  She has lived and worked overseas.

Glad graduated from Pace University’s Lubin’s School of Business and holds a mini-MBA certificate from the American Management Association.  Glad is a member of BNI Referral Pros, a local networking group, dedicated to helping its member grow their business through word-of-mouth marketing and referrals.  Her business is 100% referral based.  

Her office is in Basking Ridge, New Jersey.