Jeremy Paul serves as the President of Perigon Wealth Management. He holds the Certified Financial Planner™ practitioner credential and is admitted to the legal Bar in New York and New Jersey. Jeremy also earned the Accredited Investment Fiduciary™ professional...
Jessica Elliott joined Perigon in March 2024. She started her career in the financial industry in 1990 and has a comprehensive background that complements her team. As a Private Client Associate, Jessica assists our Wealth Management clients and always strives to...
After receiving his MFA in writing, Jim began a financial career by giving tax advice. Jim founded Weikart Tax Associates (WTA), and his firm thrived. After 34 years, WTA merged with Prager Metis CPAs, and Jim became a wealth advisor with Prager Metis Wealth. He is...
John became a Partner at Perigon Wealth Management in March 2024 and has served in various financial, operations, and business administration functions throughout his career in the investment management industry. Prior to merging with Perigon, John was co-founder, COO...
John E. T. Taylor has been in the financial services industry for over 30 years, providing wealth management solutions to professionals and small business owners. John graduated from the University of Delaware with an MBA in 1985 and a Dean’s Scholar BSBA in Business...
Jonathan is the President of Corporate Development and is currently responsible for M&A, leading the company’s Strategic Plan and ensuring the company is efficiently scaling up through incredible growth. His role at Perigon combines his passion for personal...
Jonathan Masse, CFA®, Sr. Investment Strategist / Wealth Advisor brings more than 25 years of experience to his role at Perigon. Jonathan’s passion is to empower clients with proven financial strategies to accomplish their unique goals and help them “level up” and...
Jonathan is General Counsel and Chief Compliance Officer at Perigon, where he leads all legal, compliance, and regulatory functions for the firm. An attorney by training, Jonathan began his career as an associate at two prominent law firms—Patton Boggs LLP in...
Joselyn Vinals is a Private Client Associate at Perigon Wealth Management, where she supports clients and advisors by coordinating meetings, preparing annual review reports, and ensuring all asset information is accurate and up to date. With a year of experience on...
Josh joined Perigon as a Financial Planning Associate in 2024. Josh is an avid golfer who finds joy in every swing and putt. When he's not working or working on his game, he cherishes quality (but often chaotic) time with his family. Josh also has a passion for...
Josh joined Perigon in January 2025 as a Trading Associate, where he focuses on daily trading operations, maintaining financial models, and developing scalable solutions to support the firm's growth. With nearly six years of experience in the financial industry, Josh...
Julie joined Perigon in 2023 as a Controller. Prior to joining Perigon, Julie worked as a trusted accounting and finance leader at EisnerAmper LLC, with 8+ years of hands-on experience supporting dozens of small to midsize firms. Julie earned her BA in Sociology from...