Chuck Pinson-Rose, CFA®

Wealth Advisor

Chuck joined Perigon Wealth Management in early in 2015 as an Investment Advisor and supports the firm’s financial advisors by researching various investment options.  Prior to joining Perigon, Chuck spent just over eight years in Standard & Poor’s corporate rating group on the retail team. Earlier in his career, Chuck worked at Neuberger Berman on team that managed taxable fixed income portfolios for private clients. 

Born
New York, NY

Grew Up
New York, New Jersey, Connecticut Tri-State Area
(I did live in all three states growing up—mostly Connecticut if it matters)

Schooled
Williamstown, MA
New York, NY

Worked
New York, NY
San Francisco, CA

Lives
San Francisco, CA