David Bauer Email & Phone Number
Partner @ Perigon Wealth Management, LLC
5 free lookup(s).
No credit card required.
David Bauer Location
- New York, NY, US
David Bauer Work
- 2022 - now Partner @
- 2014 - 2023 Principal @ Nauset Wealth Management, LLC
- 2002 - 2014 Founding Partner @ CaseyQuirk by Deloitte (formerly Casey, Quirk & Associates)
- 2000 - 2002 Director @ Barra Strategic Consulting Group
- 1997 - 2000 Associate Director @ Barra Rogers Casey
- 1996 - 1997 Assistant Product Manager @
- 1991 - 1994 Research Team Leader - Investment Management @
- 1989 - 1991 Assistant Treasurer @
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 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different David Bauer?
Find contact details for 700 million professionals.
Others Named David Bauer
David Bauer
Senior Vice President
Denver, CO, US
Top Perigon Wealth Management, LLC Employees
Jonathan Hoy
President - Corporate Development
Palo Alto, CA, US
Jonathan Masse
Head of Portfolio Management and Trading and Investment Solutions
California, United States
Andrew Bellak
Partner | Wealth Advisor
Amherst, MA, US
Rory Shusted
Chief People Officer
Atlanta, GA, US
Jason Condon
Partner | Wealth Advisor
New York, NY, US
Beth Bosworth
Head of Wealth Planning, Wealth Advisor
Atlanta, GA, US
Sandra Kerr
Partner and Wealth Advisor
Troy, MI, US
David Bauer
Partner
New York, NY, US
Philip Hart
President and Chief Investment Officer
San Francisco, CA, US
Doug Wheat
Partner, Wealth Advisor
Northampton, MA, US
Thomas Brown
Partner, Wealth Advisor
Syracuse, NY, US
Jeremy Paul
President and Partner
New York, NY, US
Rafia Hasan
Chief Investment Officer
Chicago, IL, US
David Scarpello
Chief Financial Officer
Wakefield, MA, US
Maria Daley
Head of Advisor Success
Tampa, FL, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co