Sheetal Bagde

Portfolio Manager-Aktien bei

Perigon Wealth Management LLC

Finance

Consumer Services

Profil

Ms. Sheetal Bagde is a Wealth Advisor at Perigon Wealth Management LLC.
She has extensive experience supporting high net worth families in the areas of investments, taxation, stock options, and estate planning.
Before joining Perigon Wealth Management, Ms. Bagde worked as a financial advisor at Cognizant Wealth Management and two different national RIAs.
Prior to that, she had a successful career in Corporate Finance at Hewlett Packard Co. She earned a Master’s Degree in Engineering Management from the University of Maryland, a Bachelor’s degree in Electrical Engineering from Pune University in India

Aktive Positionen von Sheetal Bagde

Unternehmen	Position	Beginn
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-Aktien	-

Alle aktiven Positionen von Sheetal Bagde

Ehemalige bekannte Positionen von Sheetal Bagde

Unternehmen	Position	Ende
Bingham, Osborn & Scarborough LLC Bingham, Osborn & Scarborough LLC Investment ManagersFinance BOS engages in a disciplined, long-term investment approach and does not engage in short-term market timing in an effort to increase portfolio returns. The firm’s overarching goal is to develop investment strategies that provide clients with the highest probability of achieving their financial goals. Their investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. BOS then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. The methods they use to analyze investments rely heavily on analytical tools and historical databases of securities prices that they have developed in-house.	Portfolio Manager-Aktien	-

Sehen Sie sich die Erfahrung von Sheetal Bagde im Detail an

Ausbildung von Sheetal Bagde

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Sehen Sie sich die Erfahrung von Sheetal Bagde im Detail an

Beziehungen

Beziehungen ersten Grades

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Sehen Sie sich das persönliche Netzwerk an

Unternehmensverbindungen

Private Unternehmen	4
Bingham, Osborn & Scarborough LLC Bingham, Osborn & Scarborough LLC Investment ManagersFinance BOS engages in a disciplined, long-term investment approach and does not engage in short-term market timing in an effort to increase portfolio returns. The firm’s overarching goal is to develop investment strategies that provide clients with the highest probability of achieving their financial goals. Their investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. BOS then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. The methods they use to analyze investments rely heavily on analytical tools and historical databases of securities prices that they have developed in-house.	Finance
University of Pune University of Pune 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
University of Maryland Baltimore County University of Maryland Baltimore County Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services