Chantal Perez has over a decade of experience working in the financial services industry as an Executive Assistant. She has had the opportunity to work for some of the best financial leaders in the Bay Area and New York City, serving as a trusted resource for teams, executives, and Clients in the areas of calendar management, communication, reporting, event management, and more. Her experience includes support for executives at Piper Sandler, an investment banking firm, Point72, a hedge fund, and Gryphon Investors, a private equity firm. Now at Yeske Buie, Chantal is looking forward to gaining experience in the financial planning profession and using her skillset to continue to thrive professionally and provide exceptional support to her team and the firm’s Clients.

On the personal side, Chantal enjoys spending time with her husband, her Mini Bull Terrier, Piper, and Grey Tabby Kitty, Kihei. Residing in Marin County, California, family time outdoors is greatly cherished. Very much a foody, Chantal and her husband love experimenting with new restaurants of all cultures throughout the Bay Area.

Client Focus: Chantal is focused on providing a swift and accurate administrative focus to the overall Client Experience. The goal is for Clients to feel prioritized and at ease in communication with Chantal to know the task at hand will be completed with a positive result and all necessary steps taken.