Abegael joined Perigon as the Human Resources Manager in 2023. Prior to joining Perigon, Abegael gained extensive experience in Human Resources and Strategy working for a small tech firm based in Atlanta, GA, and a global Chemical Corporation based in Michigan. She...
Ahmed joined Perigon in April 2022 as a Trader. He is passionate about portfolio management and is excited to pursue this passion at the firm. One of his primary goals is to create efficiencies in Perigon’s trading operations using technology. Ahmed is originally from...
As a Wealth Advisor at Perigon, Alexandra focuses on developing meaningful relationships with clients and helps them plan for financial independence and beyond. Clients look to her on a broad spectrum of wealth-related topics to solve financial challenges including...
Andrea Hamilton spent two decades covering international business, politics and investing as a reporter and foreign correspondent before becoming an investment advisor to work one-on-one with clients in 2007. She brings a cross-cultural experience to her practice,...
Andrew leads the Stakeholders Capital team at Perigon Wealth with a sophisticated understanding of capital markets, entrepreneurship, and private investing, coupled with expertise in socially responsible (ESG) asset management. Prior to founding Stakeholders Capital...
Andrew joined Perigon in 2023 as an M&A analyst and holds a bachelor’s degree in finance from the University of South Florida. Based out of Chicago, Andrew brings over a decade of corporate development and M&A transaction experience to the team with an...
Ms. Grosso presently serves as Client Service Associate. Anna Maria has over 25 years in the financial industry working most recently working at Edelman Financial. Her responsibilities include operational and client service support. Outside of the firm, Anna Maria...
Annette, with over 20 years of experience in the financial services industry, has embarked on an exciting new chapter in her career at Perigon Wealth Management as Private Client Associate. Before joining Perigon, she worked for Hilltop Securities and Burford Brothers...
Arthur Ambarik, CFP® is Chief Executive Officer of Perigon Wealth Management. Since joining Perigon in 2013, the firm's assets under management have grown to more than $6.9* billion from less than $150 million. He has overseen several recent acquisitions including PM...
Artie is a CERTIFIED FINANCIAL PLANNER™ Professional with a NASAA Series 65 license for investment advisors. He earned a B.S. degree in Mathematics/Computer Science from Carnegie-Mellon University, an MBA degree from the University of Delaware, and has additionally...
Beth is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Her passion is to help clients manage the risks associated with accumulating and preserving wealth. Her favorite part about her career is that she has the privilege of living...
Bill Gordon works with tech executives and business owners to attain and maintain financial independence. Based in Burlingame, California in the heart of Silicon Valley, Bill works as a 100% fiduciary to serve his clients as their full-service personal CFO. Bill’s...