Peristyle Wealth Management was founded in 2019 to offer highly specialized advice to a self-selected group of innovators, entrepreneurs, and their families.
While many advisors set out to work with clients of all types, our undiluted focus on a distinctive niche allows us to offer highly personalized service and uncompromising attention to detail.
I have been a market fanatic since 1992, carrying stock pages (and car magazines) to school in my backpack. I became a currency and commodity trainer in 2004 and learned powerful lessons about trend following and strategies designed to help mitigate portfolio risks. I later completed an MBA with a focus on energy markets.
Realizing that my trading and risk management skills worked well across multiple asset classes, I became a financial advisor and joined Merrill Lynch's Ultra-High-Net-Worth client group. In 2017, I received my Certified Investment Management Analyst® (CIMA®) designation through The Wharton School after completing the industry's most rigorous course in portfolio construction, investment management, and risk mitigation.
I broke away and founded Peristyle Wealth Management in 2019 to embrace my specialty of serving entrepreneurs and innovators. I strongly believe that undiluted focus, obsessive attention to detail, and shared life goals make me the right wealth manager for my exceptional clients.
I am a devoted husband to Liz and father to my daughters, Evelyn and Sadie. I am a Louisiana native and moved from New Orleans to Denver in search of beautiful landscapes and an outdoor lifestyle for my family. When I'm not working, we're usually skiing, hiking, traveling, and enjoying the mountains. We're locally famous for hosting the best crawfish boils in Denver. Online, you can usually find me on the Ferrari forums or scrolling car classifieds looking for hidden gems.
Education
The Wharton School - IMCA Certified Investment Management Analyst® (CIMA®)
Tulane University - MBA (Finance/International Business/Energy Markets)
Tulane University - BSM (Finance)
Community Work
Past Board Member - Tulane Alumni Association
Past Board Member - Committee for a Better New Orleans (CBNO)
Past Board Member - Fisher House of Louisiana
Past Board Member - Thomas & McMahan Cancer Foundation
Past Treasurer - Encore Academy Charter School
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Investment & Wealth InstituteTM (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
As investment professionals, Waldo Wealth Partners receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Chief Compliance Officer
Director of Investments
Managing Director, Operations
Marketing Coordinator
Head of Portfolio Management
Senior Portfolio Manager
