Jeremy's Bio
Jeremy helps owners of privately held businesses transition from entrepreneur to investor, helping to ensure that all aspects of their balance sheet and estate plans are optimized and in order. He enjoys engaging in critical conversations with clients around wealth management and goal planning, helping them gain confidence in pursuing their objectives.
As part of a team practicing total wealth management for transitioning business owners, Jeremy helps clients focus on the big picture of their finances. He believes that though the investment platform is important, it is simply a tool to help families pursue their important objectives.
Jeremy joined Perigon Wealth Management in April 2025, drawn by the firm’s boutique feel and sophisticated resources that are tailored to his specific clientele. Before that, he served as Managing Director at Merrill Private Wealth Management and Senior Director of Portfolio Management and Investment Team Leader at BNY Mellon Wealth Management.
He earned a B.S. in biology and an MBA with emphasis in finance from California State University of Fullerton. He has also earned the Chartered Financial Analyst® designation.
Jeremy lives with his beautiful wife, Katie, and their four children. He is an avid golfer and enjoys watching his kids play sports.
