Brenda's Bio
Brenda joined Perigon Wealth Management in 2022 as part of the PM Wealth Management – Perigon merger. She brings her experience as a financial advisor for Bank of America and Charles Schwab as well as her work as a Client Services Associate for LPL to her current position as a client service associate for our NY team.
Brenda has a BS in Dance Education and Masters In Library and Information Studies: UNC-Greensboro. In her free time, Brenda enjoys travel and spending time with her daughter, 26, who lives in Brooklyn and produces fashion photo shoots.
Brenda's Team
Brenda Caldwell
Private Client Associate
Edmond Sukalic
Wealth Advisor
Jim Weikart
Wealth Advisor
Marc Specht
Partner | Head of Sports and Entertainment
Steven Bernknopf, MSF, CFP®, EA
Wealth Advisor
Thomas Haggerty, AWMA®, CRPC®, CFS®, CIS™, CAS®, CMFC®
Wealth Advisor