Doug Wheat Location
Northampton, MA, US
Doug Wheat Work
- 2023 - now Partner, Wealth Advisor @ Perigon Wealth Management, LLC
- 2020 - 2023 Vice President, Sr. Wealth Advisor @ Goldman Sachs Personal Financial Management
- 2017 - 2021 Adjunct Professor - Financial Planning @ Elms College Business Division
- 2014 - 2020 Wealth Manager @ United Capital Financial Advisors, LLC
- 2008 - 2014 Financial Planner @ Family Wealth Management, Inc.
- 2006 - 2008 Principal @ High Ridge Financial
- 2000 - 2007 Director @ SRI World Group
- 1996 - 1999 Marketing Manager @ UTC Fuel Cells
- 1989 - 1993 Economic Planner @ Camp Dresser & McKee
Doug Wheat Education
- Yale University - Yale School of Management
MBA
1993 - 1996 - Yale School of the Environment
Masters of Environmental Management
1993 - 1996 - Hobart and William Smith Colleges
BS
1986 - 1989
- The University of Connecticut
Doug Wheat Skills
- Investments
- Retirement Planning
- Financial Planning
- Tax Planning
Doug Wheat Summary
Doug Wheat, based in Northampton, MA, US, is currently a Partner, Wealth Advisor at Perigon Wealth Management, LLC. Doug Wheat brings experience from previous roles at Goldman Sachs Personal Financial Management, College of Our Lady of the Elms, United Capital Financial Advisers, LLC and Family Wealth Management, Inc.. Doug Wheat holds a 1993 - 1996 MBA @ Yale University - Yale School of Management. With a robust skill set that includes Investments, Retirement Planning, Financial Planning, Tax Planning and more. Doug Wheat has 3 emails on RocketReach.
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Doug Wheat
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Top Perigon Wealth Management, LLC Employees
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31
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Jeremy Paul
President and Partner at Perigon Wealth Management, LLC
New York, NY, US24 -
43
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Philip Hart
President and Chief Investment Officer at Perigon Wealth Management, LLC
San Francisco, CA, US35+ -
45+
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Eli Rauch
Managing Partner at Perigon Wealth Management, LLC
New York, NY, US15+ -
21
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David Bauer
Partner at Perigon Wealth Management, LLC
New York, NY, US23 -
35+
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Doug Wheat
Partner, Wealth Advisor at Perigon Wealth Management, LLC
Northampton, MA, US31 -
53
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25+
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25+
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35
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