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 adaptation 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...
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...