Your Team Meet your Perigon team, more than 100 professionals who share one goal – helping you succeed. By Location California – Northern California – San Francisco – Southern California Connecticut Delaware Florida Georgia Hawaii Maryland Massachusetts New Jersey New York Ahmed Moawad Trader Alexandra Quitko Baranski Wealth Advisor Andrea Hamilton Wealth Advisor Andrew Bellak Partner | Wealth Advisor Anna Marie Grosso Private Client Associate Anne Sapp Investment Strategist Arthur Ambarik CEO | Financial Advisor Artie Green Wealth Advisor Beth Bosworth Wealth Advisor | Head of Financial Planning Bill Gordon Wealth Advisor Bill Rackley Wealth Advisor Branden Randall Private Client Associate, Paraplanner Brenda Caldwell Private Client Associate Brian Stone Private Client Associate Bryce Brown Wealth Advisor | Partner Bud Sturmak Head of Impact Investing | Partner Cassandra Mackey Private Client Associate Chris Baker Wealth Advisor | Managing Director Chris Saunders Operations Senior Associate Chris Spires Wealth Advisor Christina Amor Private Client Associate Chuck Pinson-Rose Chief Financial Officer Clay Kinnard Wealth Advisor Courtney Holt Chief Compliance Officer Danny McAuliffe Wealth Advisor David Bauer Partner & Wealth Advisor David Hale Wealth Advisor Dawn Creo Private Client Associate Dean Kuhlkin Wealth Advisor Dermott Larkin Wealth Advisor Dev Gupta Wealth Advisor Doris Chin Private Client Associate Doug Wheat Wealth Advisor Edmond Sukalic Wealth Advisor Eric Jardine Operations | Wealth Advisor Eric Linser Wealth Manager Gama Jimenez Financial Planning Associate George Matthai Wealth Advisor Gregory Wendt Senior Wealth Advisor | ESG & Impact Investing Strategy Irene Pepitone Client Service Advisor Jake Sierka Financial Planning Associate Jay Liang Private Client Associate Jeremy Paul President | Partner Jim Weikart Wealth Advisor John Taylor Certified Wealth Strategist® Professional | Wealth Advisor Jonathan Hoy Chief Operating Officer Jonathan Masse Sr. Investment Strategist | Wealth Advisor Kanoe Cazimero Associate | Client Services Kenneth Ballin Financial Planning Associate Kolby Giddings Private Client Associate Lisa Keim Private Client Associate Lisa Musich Director, Marketing & Partnerships Marc Specht Partner | Wealth Advisor Mark Edwards Operations Senior Associate Mark Sommerville Investment Operations Specialist Mary Ballin Wealth Advisor Matthew Torkelson Investment Advisor Maya Joelson Sr. Investment Strategist | Wealth Advisor Melissa Gardner Client Service Advisor Michael Lombardo Partner & Wealth Advisor Michelle Bishop Private Client Associate Nigel Pierce Wealth Advisor Olga-Maria Miller Private Client Associate Phil Hart Founder | Wealth Advisor Rachel Elson Wealth Advisor Robert Hardwick Wealth Advisor Robert Sloan Wealth Advisor Robin Shank Private Client Associate Roy Manriquez Wealth Advisor Sarah George Financial Planning Associate Scott Elisha Lead Option Strategist | Wealth Advisor Scott Yi Lead Alternative Strategist | Wealth Advisor Sheetal Bagde Wealth Advisor Stephen Sparolini Wealth Advisor Steven Bernknopf Wealth Advisor Susan Bain Bellak Team Communications Director Susanna Pinto Private Client Associate Thomas Haggerty Wealth Advisor Thomas Manetta Wealth Advisor Tina Rana Private Client Associate Tom Tolleson Wealth Advisor Tracy Canning Head of Client Services Tyler Brooks Wealth Advisor Viviana Mattos Wealth Advisor Will Rouse Trader Will Trask Wealth Advisor
