JAMES PÉREZ FOSTER

advisor

James Pérez Foster has spent his 25 year career focused on the growth, education and economic viability of minority and women entrepreneurs. In 2012, Pérez Foster founded Bainbridge Advisors, LLC, a management consulting and research firm specializing in revenue optimization and organizational growth and impact investment strategies for enterprises and federal agencies focused on the US Hispanic market, underserved and underbanked market segments.

Pérez Foster specializes in banking, financial services market solutions and stakeholder engagement strategies, geospatial and census tracts analytics for Community Reinvestment Act (CRA) strategy development (to cultivate women & minority-owned businesses) and enhancement tactics, FinTech applications, Impact investments and raising capital. The firm also specializes in contracted Chief Operating Officer (COO) functions for start-ups including: FarmsReach, OpenEntry, TechDad and FinalCard. Pérez Foster recently advised Newport Capital Bancorp / National Community Development Fund, an impact investment fund focused on women and minority-owned businesses, a proposed SBIC (Small Business Investment Company) certified impact fund by the US Small Business Administration.

Pérez Foster is Founder and Chairman Emeritus of impact-focused Solera National Bancorp, Inc. [SLRK:OTC] Launched in 2007, Solera National Bank ($180M assets) became one of the first federally chartered Hispanic markets-focused community commercial banks in the United States. Pérez Foster served as Chairman of the Board, Executive Committee and Hispanic Initiatives, and served as a member of the Asset Liability, Nominating Governance and Credit Committees. Pérez Foster raised $25.5 million in 15-weeks in a self-underwritten IPO for the bank.

In 2013 – 2014, Pérez Foster served as Subject Matter Expert (SME) and led research team efforts for the Office of Inspector General of the United States Postal Service reporting directly to Chief Economist, Mr. Charles Crum. Perez Foster co-authored the 2014 White Paper; “Providing Non-Bank Financial Services to the Underserved” which was subsequently endorsed by MA-Senator, Elizabeth Warren. More recently, Pérez Foster led a multi-partner team including Deloitte’s Washington, DC-based Financial Advisory Services Div. in providing recommendations to the Community Investment Advisory Board and New York City Department of Finance with their oversight of the 2012 Responsible Banking Act. Research and recommendations focused on the alignment and metric tracking of bank products, services and engagement strategies for multi-demographic underserved communities in New York City’s 5 boroughs. As Head of Capital Markets for TouchPoint Partners, Pérez Foster led all client research assignments and impact program development and investment due diligence initiatives for the Corporate Social Responsibility advisory investment firm based in Boulder, CO.

As Chief Operating Officer for Payteller Compliance, LLC, a financial technology company focused on developing remote cash management and compliance platforms, Pérez Foster oversaw Denver operations, and banking intelligence responsibilities for the firm. Prior to moving to Colorado, Pérez Foster built and sold two startups and worked in institutional asset management for Merrill Lynch and Morgan Stanley Smith Barney in New York City for almost ten years.

Pérez Foster devotes her passion for entrepreneurship to the Blackstone Entrepreneurs Network (BEN) and to the Stanford Latino Entrepreneur Leaders Program (SLELP) at Stanford University’s Graduate School of Business. He serves as a Mentor and Lecturer on the topic of “Engaging Community Networks for Raising Capital” and oversees Mentor Training. Pérez Foster currently serves on the boards of; The Hispanic Chamber of Commerce of Metro Denver, Bridge to Justice and PRIMER Network a New York City-based networking organization for C-Level Hispanic executives.

Pérez Foster is an active and recognized member of the national Hispanic leadership community having served on the boards of; Seedco Financial, a Community Development Financial Institution, Mi Casa Resource Center, a Women’s Business Development Center, Better Business Bureau Foundation, American Diabetes Association and The Learning Source, the largest ESL school in the Southwest region. He has received numerous recognitions for his economic contributions including: Business Man Of the Year – Hispanic Chamber of Commerce of Metro Denver, Hispanic Adult Leadership Award Finalist – Colorado Rockies Baseball Organization, Ernst & Young Entrepreneur of the Year Semi-Finalist – Letter of Commendation – US Senator, Ken Salazar of Colorado, 40 Under 40 – Denver Business Journal, Top-10 Power Book – (Banking & Finance) Denver Business Journal. Pérez Foster is a native New Yorker and graduate of Syracuse University’s with a BA in International Relations from the Maxwell School of Citizenship and Public Affairs and resides with his family in Boulder, Colorado.