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Private Client Associate – Hybrid – Petaluma, CA

by Perigon Wealth | Aug 27, 2025

The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks.

Private Client Associate – Remote – Eastern Time Zone

by Perigon Wealth | Aug 11, 2025

The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks.

Private Client Associate – Hybrid – San Francisco

by Perigon Wealth | Aug 11, 2025

The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks.

Important Disclosure Information

Broker Check by FINRA: Check the background of this investment professional

Perigon Wealth Management, LLC is an SEC registered investment advisor.

All information provided is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product or an endorsement of any third party or such third party’s views. The information contained herein has been obtained from sources we believe to be reliable but is not guaranteed as to its accuracy or completeness. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Perigon Wealth Management. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. Neither Perigon Wealth Management nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your circumstances.

Certain securities may be offered through either Purshe Kaplan Sterling Investments (“PKS”), member FINRA/SIPC and headquartered at 80 State Street Albany, NY 12207 or Fortune Financial Services, Inc. (“Fortune”), member FINRA/SIPC and headquartered at 3582 Brodhead Road, Monaca, PA 15061. Purshe Kaplan Sterling Investments and Fortune Financial Services are not affiliated with Perigon Wealth Management LLC. Investments through PKS and/or Fortune are NOT FDIC INSURED, NOT BANK GUARANTEED AND MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. THEY ARE NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

©2025 Perigon Wealth Management, LLC. All advisory services provided by Perigon Wealth Management, LLC a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed. | Website by GSM Marketing

Private Client Associate - Petaluma

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Private Client Associate - Eastern Time Zone

"*" indicates required fields

Your Name*

First Last

Your Location*

Your Email Address*

Email Address Confirm Email Address

Your Phone*

Level of Education*

Authorization to work in U.S.*

Yes

Do you require sponsorship or will in the future*

Yes

Years of relevant experience*

Upload Your Resume

Please upload your resume and cover letter (optional) to be considered for this position.

Resume*

Accepted file types: pdf, doc, docx, Max. file size: 120 MB.

Please upload a PDF or Word Doc of your resume

Cover Letter (optional)

Accepted file types: pdf, doc, docx, Max. file size: 120 MB.

Please upload a PDF or Word Doc of your cover letter

Private Client Associate - San Francisco

"*" indicates required fields

Your Name*

First Last

Your Location*

Your Email Address*

Email Address Confirm Email Address

Your Phone*

Level of Education*

Authorization to work in U.S.*

Yes

Do you require sponsorship or will in the future*

Yes

Years of relevant experience*

Upload Your Resume

Please upload your resume and cover letter (optional) to be considered for this position.

Resume*

Accepted file types: pdf, doc, docx, Max. file size: 120 MB.

Please upload a PDF or Word Doc of your resume

Cover Letter (optional)

Accepted file types: pdf, doc, docx, Max. file size: 120 MB.

Please upload a PDF or Word Doc of your cover letter

Mark Bateman

Head of Values-Aligned Research | Aperio

Mark Bateman is Aperio’s Head of Values-Aligned and ESG Research within BlackRock’s SMA Solutions unit. He is an internationally recognized ESG/SRI/Impact expert and works with Aperio’s clients to create customized values-alignment solutions.

Before joining Aperio, he served as the Director of Research at IW Financial (now part of ISS), a leading provider of value-added ESG research. Mark started his ESG career at the Investor Responsibility Research Center (IRRC, now part of MSCI) in Washington, DC, in a range of positions, including Director of the Environmental Information Service, and ultimately, Vice President of Research and Operations. He also served on the original steering committee of the Global Reporting Initiative, helping to develop a sustainability reporting framework for companies. Before joining the ESG industry, Mark worked as a legislative aide for Sen. Mark Hatfield (OR) in his DC office.

In addition, Mark is pursuing a PhD in Public Administration and Policy through Old Dominion University’s School of Public Service. Mark’s research is focused on corporations in the public policy process. Mark lives and works in Salem, Oregon.

Jamie Nulph, CFA

Senior Climate Specialist | MSCI

Jamie Nulph, CFA, is a Senior Climate Specialist at MSCI. She works closely with the largest institutional investors in North America to understand, evaluate, and report on climate-related risks and opportunities. Jamie has 15 years of experience in Sustainable Investing. Prior to joining MSCI in 2014, she worked in London with a UK-based ESG research firm, supporting European Institutional Investors on ESG integration, mission-
aligned investing, and stewardship.

Jamie co-leads MSCI’s Women’s Leadership Forum and is a founder of Bay ESG, a group focused on building connections and facilitating knowledge sharing for sustainable investment professionals across the San Francisco Bay Area. She holds an MSc in International Relations from the London School of Economics and earned her undergraduate degree in Political Science from the University of California, Irvine.