Jon joined Perigon in 2019 as the COO and Head of Advisor Success after a 15 year career in consulting. Throughout his career, Jon has led teams that helped some of the world's most successful organizations transform their business growth, implement and improve business processes, and increase their leverage of technology.
His primary mission at Perigon is to ensure that we provide an exceptional experience for our Wealth Advisors and Clients. He is charged with ensuring that the firm is operating efficiently and effectively by providing the organizational glue for the various departments and functions within Perigon.
Jon works in the Perigon office in San Francisco at 201 Mission Street, and lives in Palo Alto, CA with his wife and 2 children.