Sarah George, CFP® is a wealth advisor based in San Francisco, CA. Sarah and her team offer holistic wealth management services for people facing big life decisions, navigating new financial circumstances, or just looking to get organized. She often works with clients...
Scott Elisha is the Portfolio Manager and Options Strategist at Perigon Wealth Management. Prior to Perigon, Scott was the Head Trader and Portfolio Manager at Lombard Street Partners. LLC. Scott was also a Co- Founder of LOG-e Solutions, Prior to Lombard Street....
Scott has been in the financial services industry since 2005. He is an alternative investment specialist including Private Equity, Hedge Funds, Private Credit, Private Real Estate, and Digital Assets. He provides strategies for business owners, medical and tech...
As an Associate Wealth Advisor, Shane takes on the role of providing advisory and operational support for both his team and clients. Shane focuses his efforts on the collection and management of client information, as well as the execution of daily client activity to...
Sheetal is a CERTIFIED FINANCIAL PLANNER™ Professional and also holds a NASAA Series 65 license for investment advisors. She earned a Master’s Degree in Engineering Management from the University of Maryland, a Bachelor’s degree in Electrical Engineering from Pune...
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...