Directory

>

Brad Resnick

avatar

Brad Resnick

Vice President- Investments | Perigon Wealth Management, LLC

Boca Raton, Florida, United States

View contact details (it's free)

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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Brad Resnick

Work Experience

company logo

Vice President- Investments at

Perigon Wealth Management, LLC

June 2019 - Present

company logo

Vice President – Investments; Private Client Advisor at

JPMorganChase

October 2017 - June 2019

company logo

Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

January 2013 - October 2017

Logos provided by Logo.dev

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

mail

****@perigonwealth.com

Colleagues

avatar
Scott Elisha

Chief Options Strategist/Portfolio Manager

avatar
Rafia Hasan Cfa Cfp

Chief Investment Officer

avatar
Courtney Holt

Chief Compliance Officer

avatar
Jeremy Paul

President and Partner

avatar
Jonathan Hoy

Chief Operating Officer

avatar
Chris Baker

Managing Director

View Contact details (it's free)
Request Profile Removal