KingsRock Advisors
Dean is currently a wealth advisor with Perigon Wealth Management, LLC, an independent registered investment advisor that manages over $2bn in assets.
Before joining Perigon, Dean worked at Deutsche Bank for 20 years where he was a Managing Director and Chief Operating Officer for US Fixed Income and Equity Sales.
Prior to that he was the Global Chief Operating Officer for Emerging Markets Debt Trading.
Dean began his career at PricewaterhouseCoopers.
Dean works closely with his clients in developing and implementing comprehensive, thoughtful financial plans for his clients in areas such as asset allocation, debt, tax, expense management, insurance, college and retirement planning, and estate planning.
Dean is a CFA® charterholder and CPA and received a Bachelor of Science in Finance and Accounting from Syracuse University.
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KingsRock Advisors
KingsRock is an independent advisory firm with a global network that provides creative, unconflicted financial advisory services to a broad range of clients and investors globally, by an extensive network of independent advisors.