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Eric L
CFA®, Series 66
San Francisco, CA
Perigon Wealth Management, LLC
Eric Linser is a CFA® charterholder with over 21 years of experience in the financial industry. He has been with Perigon Wealth Management, LLC since 2021 and previously worked at BDO Wealth Advisors, LLC and Naples Asset Management Co., LLC. Linser holds the Series 66 license and is based in San Francisco, CA. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction and serves as both sponsor and overseer of wrap and sub-advisor programs, distinguishing itself through its focus on banking and thrift institution clients.
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