Jacqueline Perriella, CPA
Certified Public Accountant
Jacqueline brings nearly four decades of accounting and tax expertise to the team, serving as a Certified Public Accountant (CPA) since 1988. Her extensive background includes positions in public and government accounting, corporate tax consulting, and internal auditing. She holds an AA from the American College in Paris and a BS in Professional Accounting from Eastern Washington University.
Katie Duffy
Administrative and Client Services
Katie Duffy supports daily operations at 180 Wealth, handling core operational and administrative tasks at 180 Wealth. She started with the firm’s tax division alongside our accountant, Jacqui before moving into wealth management operations. Katie has a background in the healthcare field and is currently studying towards her bachelor’s degree in accounting.
Outside of work and studying, Katie stays busy with her longtime partner, Matt, their 6-year-old son, Conor, and their energetic 3-year-old husky. When Katie isn’t tackling accounting homework, the family loves spending their free time exploring local hiking trails together.