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...
Debby has more than 25 years experience in financial services, M&A project management, and operations. Prior to joining Perigon, Debby was the Manager of Integrations at The Colony Group working closely with new merger teams to facilitate their adoption of current...
Denise is a Wealth Advisor at Perigon, where she helps clients feel empowered and informed at every stage of their financial journey. With over 18 years of experience in tax and personal finance, she brings both deep technical knowledge and a compassionate,...
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...
Doug Wheat is a Wealth Advisor with Perigon Wealth Management. Doug has a passion for helping his clients achieve their financial goals while making a positive impact on the world. Prior to joining Perigon, Doug was a Wealth Advisor for Goldman Sachs Personal...
Edmond has spent his career in the financial services industry helping individuals and businesses address their current and future financial needs. He excels in developing a plan for his clients to potentially help build and protect their assets while keeping tax...
Ted has been working in the Financial Services Industry since 2010. He began developing a specialty in insurance, however he soon realized its relationship with Wealth Management. Ted has worked in a Financial Planning capacity at a large insurance company until...
Eli Cohen is a Financial Planning Associate at Perigon Wealth Management in Edison, NJ. Eli is a graduate of the University of Michigan with a dual degree in Economics and Psychology. Eli is creative, hardworking, compassionate and excited to contribute to the Perigon...
Eli began his investment-banking career in 1982, working over the ensuing 18 years in Boston, Amsterdam, London and New York City. In 1992, Eli built a small Financial Planning practice with private clients, specializing in pre & post retirement planning. As a...
Ellen is originally from Connecticut and moved to California to study at the University of California at Berkeley. After college, she relocated to Tahoe and worked as a ski and yoga instructor. She attended graduate school at the Philadelphia College of Osteopathic...
Emily joined Perigon as a Private Client Associate in October of 2024. She is an alumna of Saginaw Valley State University with a Bachelor of Arts and has worked in wealth management since January of 2020. Prior, she served in various roles with nonprofits, focusing...