Sheila is excited to have recently joined the Perigon team as a Wealth Advisor in early 2024. She previously held several roles at Prudeo Partners, formerly CFG, starting as a Client Support Specialist in January of 2009. Her role evolved to Financial Advisor and...
Steve is a Partner and Wealth Advisor at Perigon Wealth Management, LLC in Syracuse, NY. Prior to the merger with Perigon Wealth in 2024, Steve was a founding member of Blue Water Capital Management where he served as CEO, partner and advisor. A 37 year veteran in the...
With nearly 20 years of experience as an Investment Advisor, Stephen values helping clients navigate all stages of their financial life. Recognizing that everyone’s financial situation is different, he works directly with his clients to develop a financial plan and...
Steve is a graduate of both Northeastern University, Massachusetts with a Bachelor of Arts degree in Business Administration and the College of Financial Planning, Colorado with a Master of Science in Personal Financial Planning. Steve was self-employed until 2017...
Susan handles the marketing, public relations and communications for the Stakeholders Capital Team that joined Perigon in the Spring of 2023. She has been with the firm since its inception, and is passionate about educating people about how their investments can...
Susan joined Perigon Wealth Management in 2025 following its acquisition of Gitterman Wealth Management, where she joined in 2019. Susan is a dedicated Private Client Associate (PCA) and strives to offer excellent service to the clients and advisors that she supports....
Taylor joined Perigon Wealth Management in 2025 following its acquisition of Gitterman Wealth Management, where she had been an integral part of the team since 2020. In her role at Perigon, she manages a team of Private Client Associates (PCAs) and works closely with...
Tennille, with over 25 years of experience in the financial services industry, has joined Perigon as a Private Client Associate. Before joining Perigon, she worked for Pitcairn as a Client Service Associate and Prudential as an Investment Operations Associate....
Tom entered the financial services industry in 1993 after graduating from St. John’s University with a BS in marketing. He joined Prager Metis/PM Wealth Management in August 2016 after stints with Wealth Advisory Group and the home offices of AIG Royal Alliance and...
Tom is a Partner and Wealth Manager at Perigon Wealth Management, LLC. With over fifteen years of investment and financial planning experience, Tom specializes in working with individuals and businesses in the areas of investment management, financial planning, and...
Tim Kaiser joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. acquisition. He has been working as a financial advisor since 2018 and specializes in helping clients with investment evaluation, planning and portfolio management. Tim's focus is...
Tina serves as a Private Client Associate at Perigon Wealth Management. She has over 20 years of experience in the financial services industry, working both in the US and UK. She assists with all aspects of client service support. Tina joined Perigon Wealth in May...