Crystal Perreira

Crystal Perreira is an Investment Associate at Waterloo Capital Advisors, a Trinidad and Tobago-based firm specializing in investment management and financial advisory services. In her current role, she supports the development and execution of customized investment strategies, working alongside senior professionals to serve high-net-worth individuals and institutional clients. She is involved with portfolio analysis, asset allocation, and conducting due diligence across various financial instruments.

Perreira's investment focus spans a range of asset classes within the financial services sector, including equities, fixed income, and potentially alternative investments—as is typical for boutique investment management firms in her region. Her work is centered on the Trinidad and Tobago market, often navigating emerging market dynamics, regulatory frameworks, and diversification strategies tailored to local and regional investor needs.

Prior to joining Waterloo Capital Advisors, Perreira accumulated experience in business operations at the Ministry of Works and Transport Drainage Division and as a sales agent at iQor. She holds a Bachelor's degree in Banking and Finance from the University of the West Indies, St. Augustine Campus, equipping her with strong analytical and financial management skills. Her background reflects a blend of operational acumen and client-focused service, positioning her for growth within the investment management sector.