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Biography

Lila Martinez Perez is an Investment Associate in the Park Avenue office. She is a member of the Wealth Management team, providing support across financial planning, investment strategy, and client service to help deliver a seamless experience for clients.

Lila is committed to building strong client relationships and developing a deep understanding of the planning and investment process. She works closely with senior team members to support account administration, documentation, and day-to-day client needs, with a focus on accuracy and responsiveness.

Learn more about my practice.

Education

  • B.S. in Economics with honors from The Wharton School with concentrations in Management, and Operations, Information and Decisions.

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.