Dean Kuhlkin CFA®, CPA
Mr. Kuhlkin serves as a Wealth Advisor at Perigon. He has over 20 years of experience in fixed income and equity markets, most recently at Deutsche Bank where he was Managing Director and Chief Operating Officer for US Fixed Income Sales. Prior to this at Deutsche Bank, he was Chief Operating Officer for US Fixed Income and Equity Sales and Global Chief Operating Officer for Emerging Markets Debt Trading. He started his career at PricewaterhouseCoopers.
Mr. Kuhlkin works closely with his clients in developing and implementing a comprehensive financial plan and financial health check in areas such as asset allocation, debt, expense management, insurance, college and retirement planning, and estate planning.
Mr. Kuhlkin is a CFA ® charterholder and CPA and received a Bachelor of Science in Accounting and Finance from Syracuse University.