Taylor's Bio
Taylor joined Perigon Wealth Management in 2025 following its acquisition of Gitterman Wealth Management, where she had been an integral part of the team since 2020. In her role at Perigon, she manages a team of Private Client Associates (PCAs) and works closely with the Director of Operations to optimize firm-wide processes and enhance day-to-day efficiency.
She also leads operations and client relationship management for Gitterman Asset Management, a subsidiary of Perigon focused on thematic investing.
Taylor graduated magna cum laude from Elon University with a Bachelor’s Degree in Finance. She holds her FINRA Series 7 license. In her free time, you can find her reading or running.