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...
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...
Eric Jardine, Wealth Advisor / Operations, bring 20 years of investment and technology experience to his role at Perigon. As an investment advisor, Eric manages portfolios and coaches advisors on best practices to grow and service their clients. Over the last decade,...
Eric’s career is centered on providing comprehensive wealth management and assisting those in need of sound counsel. He is actively involved in investment management, securities research, and providing wealth planning advice. Eric’s expertise is in providing...
As a Private Client Associate at Perigon Wealth Management, Erica supports clients and advisors with the highest level of service and care. With over a decade of experience in the financial services industry, she brings deep operational knowledge and a client-first...
Francesco joined Perigon in June of 2024 as a Private Client Associate. Francesco graduated from Willamette University with a major in Economics and a minor in History. Due to a desire to help people, he pursued the Financial Planning practice post-graduation. In an...
George has spent more than 30-years fine tuning his craft of investment portfolio management in order to manage money for his clients with what he believes are the most successful techniques and disciplines available. Just like all investments are not the same, all...
I help people see, recognize and create value. When I discovered the paradigm of sustainable development, I saw it as a viable alternative to our current capital markets mindset as taught in university economic departments. Ever since I have enjoyed expressing my...
Irene joined Perigon in 2022 through a merger with Nauset Wealth Management where she had been part of the team since 2017. Her primary responsibilities include financial planning, client servicing and investment research. Irene joined Nauset from the Tradex Group, an...
Jake is a graduate from the University of Florida. He began interning with Perigon in February 2024. He is now pursuing the CFP® designation while supporting the advisor team. Jake has many hobbies outside of work such as weightlifting, fishing, cooking, and spending...
Jake Sierka is a Financial Planning Associate at Perigon Wealth Management, dedicated to helping clients bring clarity and confidence to their financial lives. Based in Phoenix, Jake works closely with one of Perigon’s top-producing advisory teams in San Francisco,...
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.