Doug Wheat Email & Phone Number
Partner, Wealth Advisor @ Perigon Wealth Management, LLC
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Doug Wheat Location
- Northampton, MA, US
Doug Wheat Work
- Partner, Wealth Advisor @ (April 2023 - Present)
- Vice President, Sr. Wealth Advisor @ Goldman Sachs Personal Financial Management (April 2020 - April 2023)
- Adjunct Professor - Financial Planning @ (January 2017 - March 2021)
- Wealth Manager @ (June 2014 - April 2020)
- Financial Planner @ Family Wealth Management, Inc. (November 2008 - June 2014)
- Principal @ High Ridge Financial (December 2006 - November 2008)
- Director @ SRI World Group (January 2000 - January 2007)
- Marketing Manager @ UTC Fuel Cells (January 1996 - January 1999)
- Economic Planner @ Camp Dresser & McKee (June 1989 - December 1993)
Doug Wheat Education
- Yale School of Management
MBA
1993-1996 - Yale School of the Environment
Masters of Environmental Management
1993-1996 - Hobart and William Smith Colleges
BS (Economics)
1986-1989 - 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 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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