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Jeremy Paul

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Jeremy Paul

President and Partner | Perigon Wealth Management, LLC

New York, New York, United States

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Jeremy Paul

Summary

Jeremy Paul is a highly accomplished wealth advisor and partner at Perigon Wealth Management, where he specializes in fiduciary services for both individual and corporate clients. With a strong legal background, having earned his JD from Cardozo School of Law, he combines legal expertise with financial acumen to offer comprehensive wealth management solutions. Jeremy's career spans over two decades, including leadership roles at notable firms such as Morgan Stanley and RLP Wealth Advisors. He is recognized as one of the top wealth advisors by Barron's and Forbes, reflecting his commitment to client success and ethical financial practices. In addition to his advisory work, he serves as Treasurer and Board Member at the National Cancer Center USA, showcasing his dedication to community service. Jeremy's innovative approach and transparent client relations set him apart in the competitive financial advisory landscape.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Jeremy Paul

Work Experience

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President and Partner at

Perigon Wealth Management, LLC

January 2020 - Present

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Treasurer and Board Member at

National Cancer Center - USA

March 2014 - Present

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President and Managing Partner at

RLP Wealth Advisors, LLC

January 2001 - January 2020

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Financial Advisor, Blue Chip Council at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

March 1997 - January 2001

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Associate at

Starr & Holman LLP

November 1994 - March 1997

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Jeremy Paul

Education

Cardozo School of Law, Doctor Of Law - Jd

January 1991 - January 1994

University of Maryland, Bachelor Of Science

January 1987 - January 1991

New Rochelle HS

January 1983 - January 1987

Frequently Asked Questions about Jeremy Paul

What is Jeremy Paul email address?

Jeremy Paul'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 Jeremy Paul work for?

Jeremy Paul is a President and Partner at Perigon Wealth Management, LLC, a company specializing in Monetary Authorities-Central Bank.

Where Jeremy Paul graduated from?

Jeremy Paul holds a degree in from Cardozo School of Law.

How can I directly contact Jeremy Paul?

To contact Jeremy Paul directly, you can use the email address ******@perigonwealth.com. Complete contact information is available upon registration with Muraena.

Who is Jeremy Paul?

Jeremy Paul is a highly accomplished wealth advisor and partner at Perigon Wealth Management, where he specializes in fiduciary services for both individual and corporate clients. With a strong legal background, having earned his JD from Cardozo School of Law, he combines legal expertise with financial acumen to offer comprehensive wealth management solutions. Jeremy's career spans over two decades, including leadership roles at notable firms such as Morgan Stanley and RLP Wealth Advisors. He is recognized as one of the top wealth advisors by Barron's and Forbes, reflecting his commitment to client success and ethical financial practices. In addition to his advisory work, he serves as Treasurer and Board Member at the National Cancer Center USA, showcasing his dedication to community service. Jeremy's innovative approach and transparent client relations set him apart in the competitive financial advisory landscape.

Jeremy`s contact details

mail

******@perigonwealth.com

Colleagues

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Scott Elisha

Chief Options Strategist/Portfolio Manager

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Rafia Hasan Cfa Cfp

Chief Investment Officer

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Brad Resnick

Vice President- Investments

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Courtney Holt

Chief Compliance Officer

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Jonathan Hoy

Chief Operating Officer

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Chris Baker

Managing Director

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