Ahmed Moawad

Ahmed Moawad is a Trader at Perigon Wealth Management, LLC, where he is responsible for executing trades and supporting the portfolio management team on a diverse range of asset classes. Based in Philadelphia, he leverages his expertise in equity and fixed income markets to optimize client outcomes and ensure operational efficiency within the firm's trading activities.

Ahmed brings a background in high net worth client servicing, having previously worked at Vanguard as a High Net Worth Client Resolution Specialist, where he helped resolve complex account issues for affluent clients. He also has experience with sustainable investing at Ethic, where his responsibilities included equities portfolio management and aligning portfolios with client values.

He holds a Bachelor of Science in Finance from the University of Pittsburgh, providing a strong analytical foundation for his investment decisions. Ahmed’s professional focus covers equities, fixed income, and ESG-aligned investing, reflecting a commitment to delivering tailored solutions for institutional and individual clients.