Although Global stocks gained 0.93% in April, it was a wild month! In the wake of “Liberation Day”, which President Donald Trump announced his administration’s plans for “reciprocal tariffs”, the MSCI All Country World Index (ACWI) dropped 9.96% at its monthly low...
At Perigon Wealth Management, our Financial Planning Associates are key contributors to the delivery of high-quality, personalized client experiences. In this role, you’ll provide critical technical support to Lead Advisors—helping gather client data, build financial plans, run scenarios, and develop tailored strategies.
The Trading Manager will lead the trading function at Perigon Wealth Management and be responsible for developing and driving implementation of scalable trading processes across the firm that ensure accuracy, efficiency and compliant trading execution in line with the firm’s investment strategies and client goals.
The Trading Associate at Perigon Wealth will perform day-to-day trading functions for Advisors that use the PWM centralized trading team.