Title: Managing Director
Firm: DTA (formerly known as David Taussig and Associates) San Jose office
Nathan Perez is licensed to practice law in California and Massachusetts, but his work as a managing director for DTA based in San Jose, Calif. mostly involves public finance that is location-specific.
During the 10 years that he’s worked at DTA, Perez estimates he has built up a clientele of 150 private developers and 250 municipal agencies, cities, counties, school districts, and special districts.
Nathan mainly works in California and Texas, but also does work in New Mexico, Utah, and North Carolina.
“We are not a law firm but it’s been a really good fit,” he said. “I tend to give legally oriented advice to protect my clients. But I do it more as a sort of financial advisor.” He holds Series 50 and Series 54 licenses as a registered Municipal Advisor.
Nathan earned his undergraduate degree at the University of North Carolina in Chapel Hill and his law degree at Harvard University where he met his future wife. She works as a federal prosecutor.
Immediately after his graduation from law school, Nathan worked as a tax attorney focused on large Real Estate Investment Trusts.
He estimates that prior to the COVID-19 pandemic he traveled about 150 times a year.
Now he rarely travels and goes to his office only around twice a month to check the mail.
He is an active member of the Urban Land Institute as part of its national Community Development Council and regularly volunteers with the UrbanPlan program. He’s also a member of the California Bar Association and the Hispanic National Bar Association.
In San Jose, he serves as a board member of the Willow Glen Business Association, volunteers as a youth soccer and baseball coach, and pre-COVID, served as an after-school math tutor at a local two-way bilingual immersion public school.