Eric Linser

Portfolio Manager-Equities at

Perigon Wealth Management LLC

Consumer Services

Finance

Profile

Mr. Eric J.
Linser, CFA, is a Wealth Manager at Perigon Wealth Management LLC.
He received his undergraduate degree from Kent State University (Ohio).
He is a Chartered Financial Analyst and a member of the CFA Society of San Francisco.

Eric Linser active positions

Companies	Position	Start
Perigon Wealth Management LLC Perigon Wealth Management LLC Investment ManagersFinance Perigon provides portfolio management services to clients using a combination of core and non-core investment strategies. Their core investment strategies typically represent the core of an investor's holdings. Each core strategy is comprised of large-cap US securities. The balance of an investor's portfolio is then typically comprised of non-core asset strategies to complement the risk-adjusted total return. Perigon primarily employs fundamental and technical analysis methods in developing investment strategies for its clients. Their investment approach is primarily long-term focused, but may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions.	Portfolio Manager-Equities	01/02/2021

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Private companies	2
Kent State University (Ohio) Kent State University (Ohio) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Perigon Wealth Management LLC Perigon Wealth Management LLC Investment ManagersFinance Perigon provides portfolio management services to clients using a combination of core and non-core investment strategies. Their core investment strategies typically represent the core of an investor's holdings. Each core strategy is comprised of large-cap US securities. The balance of an investor's portfolio is then typically comprised of non-core asset strategies to complement the risk-adjusted total return. Perigon primarily employs fundamental and technical analysis methods in developing investment strategies for its clients. Their investment approach is primarily long-term focused, but may buy, sell or re-allocate positions that have been held for less than one year to meet the objectives of the client or due to market conditions.	Finance

Private companies