Summer Streets Program #1 – Alternative Investments

August 12, 2020
5 Weeks Web Summer Finance Program Flyer

Watch Perigon’s Senior Investment Strategy Jonathan Masse, CFA® talking about Alternative Investments as a part of The Street Smarts “Summer Streets” program. The Street Smarts (TSS) is an Oakland based nonprofit that provides a unique opportunity for historically disadvantaged youth to explore all aspects of financial and accounting management. We are proud that someone from the Perigon family is involved with such a valuable program, and we think anybody interested in learning more about Alternative Investments would like watching this video.

Written by Jonathan Masse

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Perigon Wealth Management Acquires Stakeholders Capital, Facilitates Cognizant Wealth Advisors Affiliation Representing a Combined $245 Million AUM

Perigon Wealth Management LLC (“Perigon” or “the firm”) — a rapidly growing independent wealth management firm with offices across the country and approximately $4.8 billion in client assets as of Feb. 28, 2023 — today announced it has acquired Stakeholders Capital with $145 million in assets under management (AUM).