Your Team Meet your Perigon team, more than 50 professionals who share one goal – helping you succeed. Back to Page One Lisa Keim Private Client Associate Clay Kinnard Wealth Advisor Dean Kuhlkin, CFA®, CPA Wealth Advisor Dermott Larkin Wealth Advisor Eric Linser, CFA® Wealth Advisor Michael Lombardo, CFP® Partner & Wealth Advisor Cassandra Mackey, MBA Private client Associate Thomas J. Manetta Wealth Advisor Roy Manriquez Wealth Advisor Jonathan Masse, CFA® Sr. Investment Strategist | Wealth Advisor George Matthai Wealth Advisor Danny McAuliffe, CFP® Wealth Advisor Ahmed Moawad Trader Jeremy Paul JD, CFP®, AIF®, CDFA™ President | Partner Irene Pepitone Client Service Advisor Susanna Pinto Private Client Associate Bill Rackley, CFP® Wealth Advisor Tina Rana Private Client Associate Chuck Pinson-Rose Chief Financial Officer Will Rouse Trader Anne Sapp, CFA Financial Advisor Chris Saunders Operations Senior Associate Robert (Bob) Sloan Wealth Advisor Mark Sommerville Investment Operations Specialist Stephen Sparolini Wealth Advisor Marc Specht Partner | Wealth Advisor Chris Spires, AIF®, CRPS® Wealth Advisor Brian Stone Private Client Associate Bud Sturmak CFP®, AIF® Partner Edmond Sukalic Wealth Advisor John E. T. Taylor, MBA, CHFC, CWS® Wealth Advisor Tom Tolleson Jr, CFP® Wealth Advisor Will Trask, JD, CWS® Wealth Advisor Justin Wilson, CFP®, CFS Wealth Advisor Scott A Yi, CFA® Lead Alternative Strategist | Wealth Advisor Back to Page One