J.D. PERRY

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J.D. PERRY

    • J.D. PERRY

      Baton Rouge, LA

       

       

    • About J.D. Perry

      ​

      J.D. Perry of Baton Rouge, LA is a results-driven leader with over 20 years of experience in financial analysis, corporate cash management, asset management, environmental mitigation banking, and real estate. Mr. Perry focuses on minimizing risks and building relationships to drive continuous growth and profitability.


      He is the former Chief Executive Officer of JP Global Capital Management, and the founder and President of ViaCap Partners, the parent company of Moss Point Financial and affiliated Moss Point companies. Prior to launching his businesses, Mr. Perry served in a variety of roles in larger trust institutions, including that of a Senior Vice President of Trust Division for First Commerce (now JPMorgan Chase), a $40 billion trust group servicing the Southeast US.


      Before settling in Baton Rouge, J.D. Perry graduated from Lamar University with a Bachelor’s Degree in Finance and received a Masters of Business Administration from the University of Houston. Notably, he is also the holder of the Certified Trust and Financial Advisor (CTFA) certificate among others.


       

    • Moss Point Financial

      The Moss Point Approach

      1

      Viatical Settlements

      We target very specific policies – those of people with medical conditions and a documented life expectancy of 30 months or less. To us, it’s not about a person’s edge, it’s about a person’s health.

      2

      The Model

      We have invested heavily in our “MPF Maturity Model” to predict life expectancy of individual policies with greater accuracy than what can be achieved using industry-standard actuarial data

      3

      Selectivity and Intensive Diligence

      Actuarial data is very accurate, but it is also riddled with assumptions – classifying individual conditions very broadly. Moss Point never makes an investment decision before its in-house physicians have carefully evaluated the individual medical records of each policy.

      4

      Deliver

      Portfolios are actively managed by proven investment professionals to optimize exposures.

    • Skills

      Entrepreneur

      J.D. Perry of Baton Rouge, LA has the reputation of a tenacious and enthusiastic executive in the financial services industry. He is the founder of ViaCap Partners, the parent company of Moss Point Financial. Mr. Perry brings over 20 years of experience in top management positions, with a proven track record of administering billions of dollars in investable assets.

      Board Member

      Mr. Perry has served as a board member for various organizations, was cited in the Wall Street Journal, named Top 40 Under 40 Business Leader in Louisiana in 2005, and is a devoted husband and father. The secret to his success is striking a healthy balance between personal and professional life.

      Volunteer

      J.D. Perry is a passionate advocate for education and believes in fostering the curiosity to learn throughout adulthood. Mr. Perry has invested his time and volunteered with notable organizations such as LifeWay Christian Resources, Louisiana College, as well as the Chamber of Commerce of East Baton Rouge.

       

    • Background

      President & CEO

      ViaCap Partners, Parent of the Moss Point Companies

      September 2017-Present

      CEO/President and Chief Investment Officer

      Senior Portfolio mgr, the Troika I Fund

      JPGCM

      January 2007-September 2017

      Private investment fund concentrating in foreign exchange management. Also, engages in mergers, acquisitions and capital restructuring.

      CEO/President and Member, Bd of Directors

      STC

      June 1998-September 2006

      Independent Wealth Management Firm/ Registered Bank.

      Senior Vice President

      First Commerce Corp

      May 1994-June 1998

      Independent Wealth Management Firm/ Registered Bank.

    • Education

      Lamar University

      Bachelor of Business Administration (BBA) Finance

      1984-1988

      University of Houston-Clear Lake

      MBA, Management/Economics

      1990-1992

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