Chuck joined Perigon Wealth Management in early in 2015 as an Investment Advisor and supports the firm’s financial advisors by researching various investment options. Prior to joining Perigon, Chuck spent just over eight years in Standard & Poor’s corporate rating...
Clay works closely with affluent individuals and families to help them streamline the intricacies of significant wealth. His clients turn to him as their key advisor in all financial matters. As a fiduciary advisor, he works with clients to develop sustainable...
Courtney joined Perigon in 2021 as the Chief Compliance Officer after serving as CCO/COO at an independent RIA in Atlanta. Prior to working at Perigon, she held various operations and marketing roles in asset management and investment consulting firms. Her primary...
Crystal joined Perigon as an Operations Associate in 2024. She has spent most of her career in an office/operations management role, in both the finance and manufacturing industries. She enjoys the challenge of streamlining processes and tasks, and believes in working...
Danny is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Danny works with advisors and clients to develop and implement comprehensive financial plans designed to achieve each client’s unique goals. Danny strives to provide...
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...
David brings almost 20 years of wealth management experience to Perigon. David’s background and expertise center on helping affluent and high net worth individuals make asset allocation, portfolio management and financial planning decisions. He is also highly adept at...
Ms. Creo presently serves as Client Service Associate at Perigon Wealth Management. Dawn has over 30 years experience in the financial industry, and is responsible for company operations and client service support. Her responsibilities include processing all account...
Dean's BioDean 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...
Dermott Larkin, Wealth Advisor, joined Perigon in 2018 and focuses on helping families, entrepreneurs, foundations, and institutions achieve their financial aspirations and independence. He brings more than 25 years of investment management experience in equity and...
Dev brings over 22 years of financial services experience to Perigon Wealth Management. His financial planning process is goals driven, designed to help clients achieve their dreams and live fulfilling lives. In the wake of fear and uncertainty having a “plan” is...
Doris's BioBorn, raised and lives in San Francisco, CA Doris joined Perigon Wealth Management team in 2013, bringing with her over 16 years of financial industry experience. Doris has a genuine passion to service clients’ queries and needs in all aspects of financial...