Peritz has served as director of the firm’s Investment Management Group (IMG) and will continue in that role.
In addition to administering and managing the advisory platforms for the registered investment advisory of Southwest Securities and SWS Financial Services, IMG also provides administrative services and co-advisor platforms for Southwest Securities’ correspondent firms.
Peritz joined Southwest Securities in the firm’s taxable fixed income division in 1996. Over the next several years her role expanded to include all areas of the company’s retail brokerage unit, before she was named to head the investment management group.
She began her career in the financial services industry with Rauscher Pierce Refsnes in Dallas in 1989 as a credit analyst in that firm’s fixed income department.
