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Brad Resnick
Brad Resnick
Vice President- Investments | Perigon Wealth Management, LLC
Boca Raton, Florida, United States
Brad Resnick
Summary
Brad Resnick is a seasoned finance professional serving as Vice President of Investments at Perigon Wealth Management, LLC, where he focuses on delivering innovative wealth management solutions. With a strong background in fiduciary services, he prioritizes client trust and transparency, ensuring that strategies align with client goals. Previously, he held leadership roles at JPMorgan Chase and Morgan Stanley, where he excelled in client relationship management and investment strategy development. His expertise in financial planning and analysis has consistently placed him among the top performers in his field. Resnick's commitment to empowering clients extends beyond financial advice, as he emphasizes long-term risk management and personalized service. Based in Boca Raton, Florida, he is well-versed in the dynamics of the national banking industry, making him a valuable asset in wealth management.
Brad Resnick
Work Experience
Vice President- Investments at
Perigon Wealth Management, LLC
June 2019 - Present
Vice President – Investments; Private Client Advisor at
JPMorganChase
October 2017 - June 2019
Financial Advisor at
MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A
January 2013 - October 2017
Frequently Asked Questions about Brad Resnick
What is Brad Resnick email address?
Brad Resnick's primary email address is ****@perigonwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Brad Resnick work for?
Brad Resnick is a Vice President- Investments at Perigon Wealth Management, LLC, a company specializing in Monetary Authorities-Central Bank.
How can I directly contact Brad Resnick?
To contact Brad Resnick directly, you can use the email address ****@perigonwealth.com. Complete contact information is available upon registration with Muraena.
Who is Brad Resnick?
Brad Resnick is a seasoned finance professional serving as Vice President of Investments at Perigon Wealth Management, LLC, where he focuses on delivering innovative wealth management solutions. With a strong background in fiduciary services, he prioritizes client trust and transparency, ensuring that strategies align with client goals. Previously, he held leadership roles at JPMorgan Chase and Morgan Stanley, where he excelled in client relationship management and investment strategy development. His expertise in financial planning and analysis has consistently placed him among the top performers in his field. Resnick's commitment to empowering clients extends beyond financial advice, as he emphasizes long-term risk management and personalized service. Based in Boca Raton, Florida, he is well-versed in the dynamics of the national banking industry, making him a valuable asset in wealth management.
Brad`s contact details
****@perigonwealth.com
Colleagues
Chief Options Strategist/Portfolio Manager
Chief Investment Officer
Chief Compliance Officer
President and Partner
Chief Operating Officer
Managing Director