Jeremy Kovacs Email & Phone Number
Managing Director, Wealth Adivosr @ Perigon Wealth Management, LLC
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Jeremy Kovacs Location
- California, United States
Jeremy Kovacs Work
- Managing Director, Wealth Adivosr @ (May 2025 - Present)
- Managing Director, Private Wealth Manager, Founding Partner at Brunwin, Sierznat and Kovacs @ Merrill Lynch Private Wealth (February 2020 - June 2025)
- Senior Director, Portfolio Management @ (November 2016 - February 2020)
- Vice President, Senior Wealth Manager @ (January 2007 - February 2020)
- Investment Manager @ Wells Fargo (November 2005 - November 2007)
Jeremy Kovacs Education
- California State University-Fullerton
MBA (Finance)
2008 - California State University-Fullerton
BS (Biology)
1999-2005
Jeremy Kovacs Skills
- Asset Management
- Private Banking
- Asset Allocation
- Equities
- Wealth Management
- Portfolio Management
- Investment Advisory
- Fixed Income
- Investment Strategies
- Investment Management
- Wealth Management Services
- Investments
- Estate Planning
- High Net Worth Individuals
- Securities
- Mutual Funds
- Derivatives
- Wealth
- Alternative Investments
- Bonds
- Hedge Funds
- Financial Advisory
- Financial Markets
- Family Office
- Private Equity
- Relationship Management
- Business Development
- Leadership
- Management
Jeremy Kovacs Summary
- Jeremy Kovacs, based in California, United States, is currently a Managing Director, Wealth Adivosr at Perigon Wealth Management, LLC. Jeremy Kovacs brings experience from previous roles at Merrill Lynch Private Wealth, BNY Mellon Wealth Management and Wells Fargo. Jeremy Kovacs holds a MBA in Finance @ California State University-Fullerton. With a robust skill set that includes Asset Management, Private Banking, Asset Allocation, Equities, Wealth Management and more. Jeremy Kovacs has 3 emails and 1 mobile phone numbers on RocketReach.
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