David is a Partner of Perigon Wealth Management. David works with clients to develop and manage goal-driven financial plans and support those plans with customized investment portfolios. He has a particular expertise in meeting the needs of investment management professionals and corporate executives with complex compensation structures.
Prior joining Perigon, David was a Partner at Nauset Wealth Management, a Westport, CT RIA that merged with Perigon in 2022. David was a founding partner of Casey Quirk (by Deloitte), the largest global consultant dedicated to serving investment management companies. Early in his career David was an investment consultant at RogersCasey a fixed income portfolio manager at Bankers Trust Company, and he led the investment management research team at Greenwich Associates.
David received an MBA from Duke University’s Fuqua School of Business and a BA in Economics from Tufts University. David is board member of the Boston Investment Professionals.
In addition to helping clients plan and invest for their future David enjoys fly fishing and skiing.