Your Team
Meet your Perigon team, more than 100 professionals who share one goal – helping you succeed.
Abegael Fleming
Human Resources Manager
Andrew Dimaio
Mergers and Acquisitions Analyst
Annette Wilson
Private Client Associate
Bill Gordon, CDFA
Wealth Advisor
Brad Bell
Financial Planning Associate
Chris Saunders
Operations Senior Associate
Eileen Spira
Team Operations Director | Stakeholders Capital
Jake Sierka
Financial Planning Associate
Jeanna Dove
Trading Associate
Jim Weikart
Wealth Advisor
Julie Liu-Richardson
Controller
Kolby Giddings
Private Client Associate
Melissa Gardner
Client Service Advisor
Olga-Maria Miller
Private Client Associate
Rafia Hasan CFA, CFP®
Chief Investment Officer
Robert Sloan
Wealth Advisor
Sandra M. Kerr
Partner & Wealth Advisor
Stephen Sparolini
Wealth Advisor
Tinisha Pierce
Records Management Specialist
Viviana Mattos
Wealth Advisor
Will Rouse
Trader