Senior Wealth Advisor ESG & Impact Strategy at
Perigon Wealth Management
Years of Experience
33 years
Member Since
2023
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B.A. Economics and Business Administration
Obtained in 1988
Senior Wealth Advisor ESG & Impact Strategy
2012 - 2023
Founder
2008 - 2023
Vice President of Sustainable Investing, Head of ESG & Impact Investing Department
2002 - 2012
Wealth Management Advisor - Associate Vice President, Specialist in ESG
2000 - 2002
Wealth Management Advisor
1994 - 2000
Lead Municipal Bond Trader, Distressed Debt and Municipal Securities Analyst
1993 - 1994
Marketing Representative for Socially Responsible Investing Services
1991 - 1992
Wealth Advisor Analyst and Municipal Bond Trader
1991 - 1993
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