Ira works with individuals and business owners, assisting them with their wealth, retirement and legacy planning. He also works with clients in the New Jersey Alternate Benefit Program (NJABP) and the Public Employee Retirement Systems (PERS). Ira’s professional...
Irene joined Perigon in 2022 through a merger with Nauset Wealth Management where she had been part of the team since 2017. Her primary responsibilities include financial planning, client servicing and investment research. Irene joined Nauset from the Tradex Group, an...
Jade Berry joined Perigon in August 2025 as an Accounts Payable Specialist. She brings over 10 years of experience in financial sales and lending solutions, helping clients navigate loans and other products to achieve their financial goals. Her expertise spans...
Jake is a graduate from the University of Florida. He began interning with Perigon in February 2024 and is currently pursuing his CFP® designation while supporting the advisor team. Jake has many hobbies outside of work such as weightlifting, fishing, cooking, and...
Jake Sierka is a Financial Planning Associate at Perigon Wealth Management, dedicated to helping clients bring clarity and confidence to their financial lives. Based in Phoenix, Jake works closely with one of Perigon’s top-producing advisory teams in San Francisco,...
Jason is a Wealth Advisor at Perigon Wealth Management, offering a comprehensive, multidisciplinary approach to help clients achieve their financial ambitions. Jason’s expertise spans financial planning, investment management, trust and estate planning, insurance, and...
Jason began his financial services career with Gitterman Wealth Management in 2014. As part of a team of financial professionals, he progressed from Associate Wealth Manager to his current role as a Wealth Manager. Jason focuses on providing financial planning and...
Before joining Perigon, Jay spent seven years working in the wealth management industry at Wells Fargo Advisors in both Newport Beach and San Francisco as a Private Client Associate. He and his wife are both from Southern California (go Lakers!), and they have an...
Jeanna joined Perigon as a Trading Associate in 2024. She works hard behind the scenes, servicing both our Wealth Management and Corporate Retirement Plan clients.Jeanna earned her Bachelor of Business Administration from Grand Valley State University and Master of...
Jeff Gitterman is a Managing Director at Perigon Wealth Management and Gitterman Asset Management, a dba of Perigon. He is a widely recognized thought leader in the impact investing field, with a particular emphasis on climate resilience and energy addition, offering...
Jennifer Shroyer serves as a Private Client Associate at Perigon Wealth. Jen oversees our back-office systems and customer service for Perigon's Reading PA office. She has more than 15 years of experience in various roles including High Net Worth Representative,...
Jeremy helps owners of privately held businesses transition from entrepreneur to investor, helping to ensure that all aspects of their balance sheet and estate plans are optimized and in order. He enjoys engaging in critical conversations with clients around wealth...