JP

Jeremy Paul

President And Partner at Perigon Wealth Management, LLC

Jeremy Paul is currently serving as President and Partner at Perigon Wealth Management, LLC, where Jeremy provides innovative solutions for both individual and institutional clients in wealth management, retirement plan fiduciary support, and generational planning. Prior to their current role, Jeremy held positions at companies such as RLP Wealth Advisors, LLC and Morgan Stanley, where Jeremy gained extensive experience in financial advising and managing partner roles. With a background in law from Cardozo School of Law and a Bachelor's degree in Finance from the University of Maryland, Jeremy also brings strong educational credentials to their professional career.

Links

Previous companies

Morgan Stanley logo

Timeline

  • President And Partner

    January, 2020 - present