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@perigonwealth.com
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1 phone found area 203
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David Bauer is listed as Partner at Perigon Wealth Management, LLC, a company with 35 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at perigonwealth.com, phone signal with area code 203, and a matched LinkedIn profile for David Bauer.
David Bauer previously worked as Principal at Nauset Wealth Management, Llc and Founding Partner at Caseyquirk By Deloitte (Formerly Casey, Quirk & Associates). David Bauer holds Mba from Duke University - The Fuqua School Of Business.
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I help clients to develop and manage goal-driven financial plans and support those plans with customized investment portfolios. I have particular expertise in meeting the needs of investment management professionals and corporate executives with complex compensation structures. I also serve on Perigon’s investment committee. Prior becoming a wealth manager I was a founding partner of Casey Quirk (by Deloitte), the largest global consultant dedicated to serving investment management companies, an investment consultant at RogersCasey, a fixed income portfolio manager at Bankers Trust Company, and I led the investment management research team at Greenwich Associates.I earned an MBA from Duke University’s Fuqua School of Business and a BA in Economics from Tufts University. I am a board member of the Boston Investment Professionals.Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models by simplifying their operations without sacrificing their independence. For more information, please visit https://perigonwealth.com/.Perigon Wealth Management, LLC (“Perigon”) is a registered investment advisor. Perigon provides investment advisory and related services for clients nationally. Perigon will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://www.perigonwealth.com
Listed skills include Asset Management, Hedge Funds, Strategy, Mutual Funds, and 22 others.
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New York City Metropolitan Area
I work with clients to develop and manage goal-driven financial plans and supports those plans with customized investment portfolios. I have a particular expertise in meeting the needs of investment management professionals and corporate executives with complex compensation structures. I currently serve on firm’s investment committee.
Westport, CT
Darien, CT
Co-founder of the largest global management consulting firm dedicated to advising investment management companies. Advisor to C-suite executives on business planning, strategy, organizational design, compensation design, marketing and distribution strategy, product development, mergers and acquisitions.
Darien, CT
Darien, CT
Other employees you can reach at perigonwealth.com. View company contacts for 35 employees →
Ronald Ophetveld
Colleague at Perigon Wealth Management, Llc
Carlsbad, California, United States, United States
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BB
Beth Bosworth, Cfp®
Colleague at Perigon Wealth Management, Llc
Atlanta, Georgia, United States, United States
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FD
Francesco De Feo
Colleague at Perigon Wealth Management, Llc
Los Gatos, California, United States, United States
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MV
Manuel Villegas
Colleague at Perigon Wealth Management, Llc
La Junta, Colorado, United States, United States
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JW
Jim Weikart
Colleague at Perigon Wealth Management, Llc
Asheville, North Carolina, United States, United States
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TP
Tinisha Pierce
Colleague at Perigon Wealth Management, Llc
Houston, Texas, United States, United States
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BC
Brenda Caldwell
Colleague at Perigon Wealth Management, Llc
Matthews, North Carolina, United States, United States
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TC
Tracy Canning, Pmp®, Phr®
Colleague at Perigon Wealth Management, Llc
San Francisco Bay Area, United States
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AM
Andrea M. Hamilton, Cfp®
Colleague at Perigon Wealth Management, Llc
San Francisco, California, United States, United States
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IP
Irene Pepitone
Colleague at Perigon Wealth Management, Llc
Westport, Connecticut, United States, United States
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Quick answers generated from the profile data available on this page.
David Bauer works for Perigon Wealth Management, LLC.
David Bauer is listed as Partner at Perigon Wealth Management, LLC.
AeroLeads has found 1 work email signal at @perigonwealth.com for David Bauer at Perigon Wealth Management, LLC.
AeroLeads has found 1 phone signal(s) with area code 203 for David Bauer at Perigon Wealth Management, LLC.
David Bauer is based in New York City Metropolitan Area, United States, United States while working with Perigon Wealth Management, LLC.
David Bauer has worked for Perigon Wealth Management, Llc, Nauset Wealth Management, Llc, Caseyquirk By Deloitte (Formerly Casey, Quirk & Associates), Barra Strategic Consulting Group, and Barra Rogers Casey.
David Bauer's colleagues at Perigon Wealth Management, LLC include Ronald Ophetveld, Beth Bosworth, Cfp®, Francesco De Feo, Manuel Villegas, and Jim Weikart.
You can use AeroLeads to view verified contact signals for David Bauer at Perigon Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
David Bauer holds Mba from Duke University - The Fuqua School Of Business.
David Bauer is listed with skills including Asset Management, Hedge Funds, Strategy, Mutual Funds, Investments, Portfolio Management, Management Consulting, and Equities.
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