Eric Jardine CFA®
Operations | Wealth Advisor
Eric Jardine, Wealth Advisor / Operations, bring 20 years of investment and technology experience to his role at Perigon. As an investment advisor, Eric manages portfolios and coaches advisors on best practices to grow and service their clients. Over the last decade, he has implemented reporting, planning and CRM systems to inform strategic decisions to support growth.
Eric began his career as an equity derivatives trader with Wells Fargo. That led to a portfolio management role with Baker Avenue Wealth Management where he went on to become Managing Director before joining Perigon in 2018. Eric holds a B.S. in Finance from the University of Colorado, Boulder.