Doris's BioBorn, raised and lives in San Francisco, CA Doris joined Perigon Wealth Management team in 2013, bringing with her over 16 years of financial industry experience. Doris has a genuine passion to service clients’ queries and needs in all aspects of financial...
Doug Wheat is a Wealth Advisor with Perigon Wealth Management. Doug has a passion for helping his clients achieve their financial goals while making a positive impact on the world. Prior to joining Perigon, Doug was a Wealth Advisor for Goldman Sachs Personal...
Edmond has spent his career in the financial services industry helping individuals and businesses address their current and future financial needs. He excels in developing a plan for his clients to potentially help build and protect their assets while keeping tax...
Emily joined Perigon as a Private Client Associate in October of 2024. She is an alumna of Saginaw Valley State University with a Bachelor of Arts and has worked in wealth management since January of 2020. Prior, she served in various roles with nonprofits, focusing...
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,...
Eric’s career is centered on providing comprehensive wealth management and assisting those in need of sound counsel. He is actively involved in investment management, securities research, and providing wealth planning advice. Eric’s expertise is in providing...
Francesco joined Perigon in June of 2024 as a Private Client Associate. Francesco graduated from Willamette University with a major in Economics and a minor in History. Due to a desire to help people, he pursued the Financial Planning practice post-graduation. In an...
Gama (short for Gamaliel) is a financial planning associate at Perigon Wealth Management. A Tucson native, he now works with the San Francisco-based Perigon team, helping clients plan for their futures and achieve their financial goals. He earned his B.S. in Personal...
George has spent more than 30-years fine tuning his craft of investment portfolio management in order to manage money for his clients with what he believes are the most successful techniques and disciplines available. Just like all investments are not the same, all...
Glen joined Perigon in Summer 2024. His responsibilities include daily trading functions in Orion, maintaining financial models, and creating scalable solutions to support the company's growth. With a decade of financial experience, Glen's diverse background includes...
I help people see, recognize and create value. When I discovered the paradigm of sustainable development, I saw it as a viable alternative to our current capital markets mindset as taught in university economic departments. Ever since I have enjoyed expressing my...
Irene joined Perigon in 2022 through a merger with Nauset Wealth Management where she had been part of the team since 2017. Her primary responsibilities include financial planning, client servicing and investment research. Irene joined Nauset from the Tradex Group, an...