Eric’s career is centered on providing comprehensive wealth management and assisting those in need of sound counsel. He is actively involved in investment management, securities research, and providing wealth planning advice. Eric’s expertise is in providing...
As a Private Client Associate at Perigon Wealth Management, Erica supports clients and advisors with the highest level of service and care. With over a decade of experience in the financial services industry, she brings deep operational knowledge and a client-first...
Francesco joined Perigon in June of 2024 as a Private Client Associate. Francesco graduated from Willamette University with a major in Economics and a minor in History. Due to a desire to help people, he pursued the Financial Planning practice post-graduation. In an...
George has spent more than 30-years fine tuning his craft of investment portfolio management in order to manage money for his clients with what he believes are the most successful techniques and disciplines available. Just like all investments are not the same, all...
I help people see, recognize and create value. When I discovered the paradigm of sustainable development, I saw it as a viable alternative to our current capital markets mindset as taught in university economic departments. Ever since I have enjoyed expressing my...
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 received his CFP® designation in March 2026. Jake has many hobbies outside of work such as weightlifting, fishing, cooking, and spending time with friends 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 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...
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...