Press Archives | Perigon Wealth Management

Perigon Wealth Management Enhances Leadership as Firm Grows

kathryn vidal — Wed, 05 Aug 2026 18:26:46 +0000

SAN FRANCISCO, Aug. 5, 2026 — Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $11.2 billion in client assets as of Dec. 31, 20251, announced today it has expanded Rafia Hasan‘s leadership role to include Chief Operating Officer responsibilities as the firm embarks on its next growth […]

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Perigon Wealth Management Recognized by Inc. as a Best Workplace

kathryn vidal — Thu, 11 Jun 2026 20:13:16 +0000

Firm is among 506 companies honored for workplace culture, benefits SAN FRANCISCO, June 2026 — Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $11.2 billion in client assets as of Dec. 31, 2025, announced today it was named to Inc’s 2026 Best Workplaces list. […]

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Perigon Appoints Chief People Officer as Part of Strategic Leadership Expansion

kathryn vidal — Wed, 08 Apr 2026 18:43:00 +0000

Rory T. Shusted brings decades of executive experience to support firm’s continued investment in culture and growth SAN FRANCISCO, April 8, 2026 — Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $11.2 billion in client assets as of Dec. 31, 2025, announced the appointment of […]

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Perigon Wealth Management Adds Three More Partners Through Path to Partnership Program

cms — Tue, 17 Mar 2026 16:02:40 +0000

Advisors Chris Spires, Ron Op het Veld and Head of Alternative Investments Scott Yi Latest Class to Complete the Growth Program SAN FRANCISCO, March 17, 2026 /PRNewswire/ — Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $11.2 billion in client assets as of Dec. […]

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Perigon Leaders Named InvestmentNews Top Financial Professionals USA

cms — Wed, 11 Mar 2026 14:29:04 +0000

Jeremy Paul and Arthur Ambarik were recognized by InvestmentNews Each year, InvestmentNews identifies 100 financial professionals across the country who stand out. They look beyond practice sizes to recognize meaningful, measurable growth. This year, two members of the Perigon team made that list. Jeremy Paul, Perigon’s President, ranked #13 nationally. Arthur Ambarik, our CEO, ranked […]

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Perigon Wealth Management Launches Development of Scalable Organic Growth Platform

cms — Mon, 09 Mar 2026 16:03:39 +0000

Firm Appoints Jon Seif Managing Director of Digital Strategy and Luke Samuels Senior Director of Business Development to Oversee Creation of Proprietary System SAN FRANCISCO, March 9, 2026 Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $11.2 billion in client assets as of Dec. […]

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Perigon Wealth Management Enhances Impact Investing Team and Services

cms — Mon, 26 Jan 2026 19:36:20 +0000

Partner, Head of Impact Investing Bud Sturmak to Lead Newly Formed Team SAN FRANCISCO, JAN. 21, 2025 Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $10.2 billion in client assets as of Sept. 30, 2025[1], announced it has enhanced its existing impact investing services by creating an […]

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Perigon named 2026 RIA Firm to Watch by AdvisorHub

cms — Mon, 29 Dec 2025 17:08:50 +0000

Perigon Wealth Management Named 2026 Ria Firm To Watch By Advisorhub Firm Lands at No. 21 on Inaugural List Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $10.2 billion in client assets as of Sept. 30, 2025(1), announced it was named by AdvisorHub as one of 50 […]

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Perigon Repeats Newsweek Top Financial Advisory Firm Recognition

cms — Fri, 19 Dec 2025 15:51:41 +0000

Perigon Wealth Management Repeats Newsweek Top Financial Advisory Firm Recognition Firm Retains Five-Star Rating Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $10.2 billion in client assets as of Sept. 30, 2025(1), announced it was again named to the America’s Top Financial Advisory Firms 2026 list compiled […]

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Perigon Wealth Management Advisor Danny McAuliffe Recognized As Rising Star

cms — Mon, 27 Oct 2025 13:41:13 +0000

NextGen Leader Recognized by Industry Media as Exceptional Wealth Managers Under 40 SAN FRANCISCO, OCT. 24, 2025 Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $9.3 billion in client assets as of Aug. 15, 2025[1], announced Danny McAuliffe was named as one of America’s Best Wealth Managers […]

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