Jeanna Dove

Jeanna Dove is a Trader at Perigon Wealth Management, LLC, where she actively manages trade executions and supports portfolio management for institutional and high-net-worth clients. Her focus includes equities, fixed income, and multi-asset investment strategies, leveraging technology-driven solutions to optimize trade efficiency and client outcomes. Jeanna collaborates closely with portfolio managers and analysts to implement investment decisions and ensure best-execution practices.

Previously, Jeanna served as a Trading Associate at Perigon Wealth Management, building expertise in transaction management and client support, and as an Associate in Investment Services at Lumin Financial, LLC, where she developed foundational skills in financial analysis and portfolio administration. Her experience spans the wealth management and advisory sectors, with an emphasis on public equities, fixed income, and asset allocation across diversified portfolios.

Jeanna holds an MBA in Finance and Management from Wayne State University, a BBA in Finance from Grand Valley State University, and a degree in Italian Studies from Babilonia Centro Studi Italiano. Her educational background and hands-on experience position her as a detail-oriented investment professional with strong analytical and operational capabilities in multi-asset trading and portfolio management. Significant achievements include leading improvements in trading efficiency and compliance processes in her current and previous roles.