David's Bio
David joined Perigon in May 2026 as a Trading Associate where he focuses on daily trading operations and maintaining portfolio models.
David has over 8 years of experience in the industry. David’s career began with Charles Schwab as a broker before moving to a mid-size broker dealer in Texas as a Senior Trading Specialist assisting numerous advisors manage their portfolios and client accounts. He currently holds a Series 7, 63, 24, 52, and 4. David earned his Bachelor’s in Finance from Texas State University.
In his spare time, he enjoys spending time with family and friends or just kicking his feet up with his dog and watching a football game. He is currently based in San Marcos, Texas.