Marc Specht and Bud Sturmak Join Other Perigon Advisors Recognized Throughout 2024
SAN FRANCISCO, December 23, 2024
Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $8.2 billion in client assets as of June 30, 2024[1], announced firm Partners Bud Sturmak and Marc Specht were included on the 2024 InvestmentNews Hot List recognizing excellence in the wealth management industry. Perigon has been recognized by several awards and rankings including Forbes and Barron’s lists.
The Hot List, launched in 2023, celebrates “top financial professionals in the U.S. who have helped shape and innovate the industry over the past 12 months.” The list highlights “innovators at the forefront of change to leaders who are transforming the way the industry does business.”
Specht is the firm’s Head of Sports and Entertainment and Sturmak is Perigon’s Head of Impact Investing.
Arthur Ambarik, Founder and CEO of Perigon, said,
“The work that Marc and Bud lead helps position Perigon within key markets for our continued growth. Their industry-leading work across these important verticals delivers meaningful value to a range of key client sectors. On behalf of the entire executive team, I thank Marc and Bud for their visionary leadership and commitment to our firm.”
The Hot List inclusion is among the accolades Perigon and its executives and advisors received throughout the year. Other awards include:
- Perigon as a Forbes Top RIA Firm, USA Today’s Top Financial Advisor Firms list, Newsweek’s Top Financial Advisory Firm list, FA Magazine’s Fastest-Growing RIAs and one of San Francisco Business Times’ Fastest Growing Companies in the Bay Area.
- Ambarik as CEO of the Year by WealthManagement.com’s Wealthies program and one of Forbes’ Best-in-State Wealth Advisors for San Francisco.
- President Jeremy Paul as one of Barron’s Top Advisors Ranked By State for Florida.
- Chief Investment Officer Rafia Hasan as one of Wealth Solutions Report’s Top Wealth Management CIOs.
- Specht as Forbes Best-in-State Wealth Advisor for New York.
- Lexi Quitko Baranki as a Forbes Top NextGen Wealth Advisor
1Perigon provides investment advisory and related services for clients nationally; Perigon will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For more information, please visit www.perigonwealth.com or the Security and Exchange Commission’s (“SEC’s”) website at www.adviserinfo.sec.gov and search with Perigon’s CRD# 131037.
Perigon is an advisor-led firm that has added teams and offices across six major markets since December 2021. In January, the firm welcomed Constellation Wealth Capital as a strategic investor.
The above awards programs were based on data gathered throughout 2024. Perigon did not pay any fees to be included in the rankings or to hold out marketing materials. The recognition is not indicative of an advisor’s future performance. A client’s experience may vary.
About Perigon Wealth Management
Perigon Wealth Management, LLC is a registered investment advisor. Founded, owned and led by lifelong financial advisors, Perigon Wealth Management is an independent RIA firm that strives to provide clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With approximately $8.2 billion in client assets as of June 30, 2024, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com.
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