David Bauer

David Bauer is a Partner and Wealth Advisor at Perigon Wealth Management, LLC in New York, NY, where he collaborates with clients to develop tailored financial plans and customized investment portfolios. He is known for his specialized expertise in serving investment management professionals and corporate executives with complex compensation structures, focusing on wealth management strategies, financial planning, and portfolio management.

Prior to joining Perigon, David was a Principal at Nauset Wealth Management, where he provided financial advisory services and contributed to the firm’s growth until its merger with Perigon in 2022. Earlier in his career, he was a founding partner at Casey Quirk by Deloitte, the largest global consultant dedicated to investment management companies, and has held roles in investment consulting, fixed income portfolio management, and investment research at RogersCasey, Bankers Trust Company, and Greenwich Associates, respectively.

David holds an MBA from Duke University’s Fuqua School of Business and a BA in Economics from Tufts University. Nationally recognized for his industry leadership, he also serves as a board member of the Boston Investment Professionals and regularly advises on financial strategies for clients in fields such as defense contracting, asset management, and executive compensation planning.