Experienced Fiduciary Advisor with a demonstrated history of Portfolio Management, Financial Advisory, Investments, Asset Management, and Finance. Strong entrepreneurship professional with a Masters of Science in Financial Analysis from The School of Management at the University of San Francisco. Certification in Financial Planning course completed at the University of California Berkeley where he was elected to serve on the inaugural Student Advisory Board. Earned Bachelor of Arts and Sciences degree from the prestigious Honors College in Philosophy at the University of Pittsburgh.
Over 30 years combined industry experience with tenure at the Pacific Equity Options Exchange, Morgan Stanley, Wells Fargo, Charles Schwab, Oppenheimer and most recently as the owner of an independent registered investment advisory practice.
At Perigon Wealth Management, he specializes in providing a 360-degree perspective on families’ entire financial profile. With a full suite of in-house service capabilities, he is able to not only provide world-class, comprehensive, objective advice, but also to handle the administration associated with managing wealth.