David Bauer Email & Phone Number
Partner @ Perigon Wealth Management, LLC
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David Bauer Location
- New York, NY, US
David Bauer Work
- Partner @ (December 2022 - Present)
- Principal @ Nauset Wealth Management, LLC (March 2014 - January 2023)
- Founding Partner @ CaseyQuirk by Deloitte (formerly Casey, Quirk & Associates) (February 2002 - March 2014)
- Director @ Barra Strategic Consulting Group (January 2000 - January 2002)
- Associate Director @ Barra Rogers Casey (January 1997 - January 2000)
- Assistant Product Manager @ (January 1996 - January 1997)
- Research Team Leader - Investment Management @ (October 1991 - July 1994)
- Assistant Treasurer @ (June 1989 - July 1991)
David Bauer Education
- Duke University - The Fuqua School of Business
MBA
1994-1996 - Tufts University
Bachelor of Arts - BA (Economics)
1985-1989 - Tufts University
BA (Economics)
1985-1989
David Bauer Skills
- Financial Advisory
- Financial Planning
- Compensation Structures
- Financial Coaching
- Hedge Funds
- Strategy
- Management Consulting
- Mutual Funds
- Asset Management
- Market Research
- Business Strategy
- Institutional
- Fund Of Funds
- Mergers & Acquisitions
- Asset Managment
- Strategic Planning
- Wealth Management
- Financial Modeling
- 401k
- Equities
- Mergers
- Investment Management
- Marketing Strategy
- Investments
- Alternative Investments
- Financial Services
- Portfolio Management
- Fixed Income
- Asset Allocation
- Investment Strategies
- Leadership
- PowerPoint
- Customer Service
- Research
- Mergers and Acquisitions
David Bauer Summary
- David Bauer, based in New York, NY, US, is currently a Partner at Perigon Wealth Management, LLC. David Bauer brings experience from previous roles at Nauset Wealth Management, LLC, CaseyQuirk by Deloitte (formerly Casey, Quirk & Associates), Barra Strategic Consulting Group and Barra Rogers Casey. David Bauer holds a 1994 - 1996 MBA @ Duke University - The Fuqua School of Business. With a robust skill set that includes Financial Advisory, Financial Planning, Compensation Structures, Financial Coaching, Hedge Funds and more. David Bauer has 2 emails and 2 mobile phone numbers on RocketReach.
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