Brad Resnick

Brad Resnick is Vice President – Investments at Perigon Wealth Management, LLC, based in Boca Raton, Florida, where he manages clients' investment portfolios and oversees their financial planning needs. In this capacity, Brad is responsible for developing customized investment strategies, helping clients achieve their financial objectives through tailored asset allocation, and maintaining strong client relationships.

Brad’s professional expertise encompasses wealth management, risk management, and financial planning, with a consistent emphasis on portfolio management for high-net-worth individuals. He brings experience across multiple asset classes, including equities, fixed income, and alternative investments, and regularly provides recommendations aligned with each client’s goals and risk profile.

Prior to joining Perigon in 2019, Brad served as Vice President – Investments and Private Client Advisor at JPMorgan Chase & Co., and earlier as a Financial Advisor at Morgan Stanley, demonstrating a strong track record in delivering comprehensive investment solutions and building enduring client trust. While education credentials are not publicly listed, Brad is recognized for his seasoned industry experience and commitment to personalized, holistic wealth management.