Gregory Wendt
Senior Wealth Advisor ESG & Impact Strategy at
Perigon Wealth Management
Years of Experience
33 years
Member Since
2023
Allow Me to Introduce Myself
Clientele
Services Provided
Financial Planning
Investment Management
Investment Planning
Insurance
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Pricing Models
Education
University of California, Los Angeles
B.A. Economics and Business Administration
Obtained in 1988
Previous Work Experience
Stakeholders Capital/Perigon Wealth Management
Senior Wealth Advisor ESG & Impact Strategy
2012 - 2023
Green Economy Think Tank (non-profit probono)
Founder
2008 - 2023
EP Wealth Advisors
Vice President of Sustainable Investing, Head of ESG & Impact Investing Department
2002 - 2012
Prudential Securities
Wealth Management Advisor - Associate Vice President, Specialist in ESG
2000 - 2002
UBS Paine Webber
Wealth Management Advisor
1994 - 2000
Dabney/Resnick
Lead Municipal Bond Trader, Distressed Debt and Municipal Securities Analyst
1993 - 1994
Sutro & Co.
Marketing Representative for Socially Responsible Investing Services
1991 - 1992
Smith Barney Harris Upham
Wealth Advisor Analyst and Municipal Bond Trader
1991 - 1993
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