Perigon Wealth Management, LLC announced the appointment of Rory T. Shusted as the firm’s first Chief People Officer. She will report directly to CEO Arthur Ambarik and is based in the Atlanta area.
Perigon Wealth Articles
Billing Specialist – Remote
The Billing Specialist plays a key role in supporting and executing the firm’s billing operations. This position helps ensure the accuracy and integrity of billing data within Orion Advisor Solutions and contributes to the quarterly billing cycle.
Perigon Wealth Management Adds Three More Partners Through Path to Partnership Program
Perigon, a rapidly growing independent wealth management firm with offices across the country, announced three more team members have completed the firm’s innovative Path to Partnership Program.
Perigon Leaders Named InvestmentNews Top Financial Professionals USA
Each year, InvestmentNews identifies 100 financial professionals across the country who stand out.
Perigon Wealth Management Launches Development of Scalable Organic Growth Platform
Perigon Wealth announced it enhanced its management team with the addition of Jon Seif as Managing Director of Digital Strategy and Luke Samuels as Senior Director of Business Development to continue driving organic growth.
Trading Associate – Remote
The Trading Associate at Perigon Wealth will perform day-to-day trading functions for Advisors that use the PWM centralized trading team.
Director, Advisor Enablement & Practice Management
The Director, Advisor Enablement and Practice Management is responsible for ensuring Perigon’s advisory teams operate at their highest level across service, operations, and growth.
Private Client Associate – Hybrid – Amherst, MA
The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks.
Director of Technology
The Director of Technology at Perigon Wealth Management will be responsible for the firm’s core technology, including setting and implementing the tech strategy and priorities and managing third-party vendor relationships.
Perigon Wealth Management Enhances Impact Investing Team and Services
Perigon Wealth Management announced it has enhanced its existing impact investing services by creating an Impact Team.
Perigon named 2026 RIA Firm to Watch by AdvisorHub
Perigon was ranked #21 out of 25 mid-sized RIAs on AdvisorHub’s RIA Firms to Watch in 2026.
Perigon Repeats Newsweek Top Financial Advisory Firm Recognition
Perigon Wealth Management Repeats Newsweek Top Financial Advisory Firm RecognitionFirm Retains Five-Star RatingPerigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $10.2...