David Bauer, a Partner at Perigon Wealth Management, LLC, specializes in developing and managing goal-driven financial plans and customized investment portfolios for clients. With a background as a Founding Partner at CaseyQuirk by Deloitte and experience in management consulting and portfolio management, David brings a wealth of expertise in advising investment management professionals and corporate executives on complex compensation structures. David holds an MBA from Duke University and a BA in Economics from Tufts University.
December, 2022 - present
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