Sheetal is a CERTIFIED FINANCIAL PLANNER™ Professional and also holds a NASAA Series 65 license for investment advisors. She earned a Master’s Degree in Engineering Management from the University of Maryland, a Bachelor’s degree in Electrical Engineering from Pune...
Sheila is excited to have recently joined the Perigon team as a Wealth Advisor in early 2024. She previously held several roles at Prudeo Partners, formerly CFG, starting as a Client Support Specialist in January of 2009. Her role evolved to Financial Advisor and...
Steve is a Partner and Wealth Advisor at Perigon Wealth Management, LLC in Syracuse, NY. Prior to the merger with Perigon Wealth in 2024, Steve was a founding member of Blue Water Capital Management where he served as CEO, partner and advisor. A 37 year veteran in the...
With nearly 20 years of experience as an Investment Advisor, Stephen values helping clients navigate all stages of their financial life. Recognizing that everyone’s financial situation is different, he works directly with his clients to develop a financial plan and...
Steve is a graduate of both Northeastern University, Massachusetts with a Bachelor of Arts degree in Business Administration and the College of Financial Planning, Colorado with a Master of Science in Personal Financial Planning. Steve was self-employed until 2017...
Susan handles the marketing, public relations and communications for the Stakeholders Capital Team that joined Perigon in the Spring of 2023. She has been with the firm since its inception, and is passionate about educating people about how their investments can...
Susanna Pinto began her career in the financial services industry in Boston, but discovered her true calling in financial planning after 20 years. She joined Perigon as an aspiring financial planner and earned her CFP® designation in 2025. Committed to holistic...
Tom entered the financial services industry in 1993 after graduating from St. John’s University with a BS in marketing. He joined Prager Metis/PM Wealth Management in August 2016 after stints with Wealth Advisory Group and the home offices of AIG Royal Alliance and...
Tom is a Partner and Wealth Manager at Perigon Wealth Management, LLC. With over fifteen years of investment and financial planning experience, Tom specializes in working with individuals and businesses in the areas of investment management, financial planning, and...
Tim Kaiser joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. acquisition. He has been working as a financial advisor since 2018 and specializes in helping clients with investment evaluation, planning and portfolio management. Tim's focus is...
Tina serves as a Private Client Associate at Perigon Wealth Management. She has over 20 years of experience in the financial services industry, working both in the US and UK. She assists with all aspects of client service support. Tina joined Perigon Wealth in May...
Tom has been in the wealth management industry for over 35 years. Both his grandfathers started businesses in Atlanta, Georgia, but because of inadequate planning neither of their businesses are still in the family. This experience profoundly motivates him to help...
Jamie Nulph, CFA, is a Senior Climate Specialist at MSCI. She works closely with the largest institutional investors in North America to understand, evaluate, and report on climate-related risks and opportunities. Jamie has 15 years of experience in Sustainable Investing. Prior to joining MSCI in 2014, she worked in London with a UK-based ESG research firm, supporting European Institutional Investors on ESG integration, mission-
aligned investing, and stewardship.
Jamie co-leads MSCI’s Women’s Leadership Forum and is a founder of Bay ESG, a group focused on building connections and facilitating knowledge sharing for sustainable investment professionals across the San Francisco Bay Area. She holds an MSc in International Relations from the London School of Economics and earned her undergraduate degree in Political Science from the University of California, Irvine.
Mark Bateman is Aperio’s Head of Values-Aligned and ESG Research within BlackRock’s SMA Solutions unit. He is an internationally recognized ESG/SRI/Impact expert and works with Aperio’s clients to create customized values-alignment solutions.
Before joining Aperio, he served as the Director of Research at IW Financial (now part of ISS), a leading provider of value-added ESG research. Mark started his ESG career at the Investor Responsibility Research Center (IRRC, now part of MSCI) in Washington, DC, in a range of positions, including Director of the Environmental Information Service, and ultimately, Vice President of Research and Operations. He also served on the original steering committee of the Global Reporting Initiative, helping to develop a sustainability reporting framework for companies. Before joining the ESG industry, Mark worked as a legislative aide for Sen. Mark Hatfield (OR) in his DC office.
In addition, Mark is pursuing a PhD in Public Administration and Policy through Old Dominion University’s School of Public Service. Mark’s research is focused on corporations in the public policy process. Mark lives and works in Salem, Oregon.