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...
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...
Jurgen believes that great work is about more than just tasks—it's about serving a greater purpose. That purpose has been a constant thread throughout his career. For over 36 years, his time as a military musician provided him with invaluable leadership and logistical...
Kanoe Cazimero is a Client Services Associate in Perigon’s Hawaii office. She has been with Perigon for 16 years and brings a spirit of Aloha to everything she does. Kanoe earned a Bachelor of Applied Science (B.A.Sc.) in English Literature from the University of...
Kathryn is the Senior Marketing Manager at Perigon, where she’s focused on leading brand strategy across channels and bringing a sharp, modern approach to how the firm shows up and tells its story. She brings deep experience in financial services, having led SEO and...
Kathy brings to Perigon extensive financial industry experience, having worked at mutual fund companies in Boston for 20 years. She joined Perigon in early 2023 as part of the Stakeholders Capital acquisition. Kathy works closely with the Stakeholders Team to ensure...
Keli serves as a Private Client Associate at Perigon. She has worked in wealth management for the past 4 years in many aspects of client support. Keli currently resides in Michigan with her husband and dog. Keli is a super proud mom of 3 grown children including a US...
Mr. Ballin presently serves as a Wealth Advisor and retirement income planning specialist at Perigon. Ken has over 20 years experience in the financial services industry and most recently served as a specialist at Strategies for Wealth with a focus in the areas of...
Kenny Fincher joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. team. He has been working as an advisor since 1989 and specializes in helping clients with financial planning, investment evaluation, and portfolio management. Kenny has more...
Kim started her career in finance working for LPL Financial in 2021. Since then, she has also worked in Wealth Operations for TD Bank where she received her Series 99 license. She joined Perigon in 2024 as a Private Client Associate. Kim was born and raised in...
Jamie Nulph, CFA, is a Senior Climate Specialist at MSCI. She works closely with the largest institutional investors in North America to understand, evaluate, and report on climate-related risks and opportunities. Jamie has 15 years of experience in Sustainable Investing. Prior to joining MSCI in 2014, she worked in London with a UK-based ESG research firm, supporting European Institutional Investors on ESG integration, mission-
aligned investing, and stewardship.
Jamie co-leads MSCI’s Women’s Leadership Forum and is a founder of Bay ESG, a group focused on building connections and facilitating knowledge sharing for sustainable investment professionals across the San Francisco Bay Area. She holds an MSc in International Relations from the London School of Economics and earned her undergraduate degree in Political Science from the University of California, Irvine.
Mark Bateman is Aperio’s Head of Values-Aligned and ESG Research within BlackRock’s SMA Solutions unit. He is an internationally recognized ESG/SRI/Impact expert and works with Aperio’s clients to create customized values-alignment solutions.
Before joining Aperio, he served as the Director of Research at IW Financial (now part of ISS), a leading provider of value-added ESG research. Mark started his ESG career at the Investor Responsibility Research Center (IRRC, now part of MSCI) in Washington, DC, in a range of positions, including Director of the Environmental Information Service, and ultimately, Vice President of Research and Operations. He also served on the original steering committee of the Global Reporting Initiative, helping to develop a sustainability reporting framework for companies. Before joining the ESG industry, Mark worked as a legislative aide for Sen. Mark Hatfield (OR) in his DC office.
In addition, Mark is pursuing a PhD in Public Administration and Policy through Old Dominion University’s School of Public Service. Mark’s research is focused on corporations in the public policy process. Mark lives and works in Salem, Oregon.