Perigon Wealth Management, LLC
0 followers
‌
Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally... Read more
Industries
Headquarters
Employees
Links
Org chart
Philip Hart
Founding Partner | Senior Portfolio Manager
Philip Hart
Collapse
Chuck Pinson - Rose
Chief Financial Officer
Jonathan Hoy
Chief Operating Officer
Rafia Hasan Cfa
Chief Investment Officer
Bud Sturmak
Head Of Impact Investing | Partner
Anna Marie Grosso
Private Client Associate
Annette Wilson
Private Client Associate
Branden Randall
Private Client Associate, Paraplanner
Brian Smith
Private Client Associate
Brian Stone
Client Service Manager
Dawn Creo
Private Client Associate
Doris Chin
Private Client Associate
Gama Jimenez
Financial Planning Associate
Keli Oldham
Private Client Associate
Lisa Keim
Private Client Associate
Susanna Pinto
Private Client Associate
Tina Rana
Private Client Associate
Scott Elisha
Chief Options Strategist/portfolio Manager
Abegael Fleming
Human Resources Manager
Similar companies
Centiva Capital
2 followers
Buffini & Company
2 followers
Apogem Capital
1 follower
Whittier Trust
1 follower
Hudson Bay Capital Management
1 follower
Harbor Capital Advisors, Inc.
1 follower
Jeeves
3 followers
Chargebee
11 followers
MIO Partners, Inc.
1 follower
Cohen & Company Asset Management
1 follower
Bridgewater Associates
39 followers
Discover companies