Kolby's BioKolby joined Perigon in late 2021. She is a natural at helping people and creating efficiencies to make their lives easier and save them time. Kolby was raised in the midwest and recently moved to San Francisco from NYC. In her free time she loves making...
Kristina is an experienced financial professional with a passion for helping her clients live their best lives. She provides personalized financial guidance to help clients turn their dreams into reality and achieve greater peace of mind. At the start of 2024, she...
Lisa Hayes joined Perigon Wealth Management in June 2024. She has been a Certified Financial Planner since 1986, obtaining that accreditation from Adelphi University and subsequently earning the titles of Registered Investment Advisor and Chartered Financial...
Lisa Keim began her career in the financial service industry in 2018 as an office administrator for the Greenville Financial Group. She joined Perigon in 2022, where she continues to support her team in the Delaware and South Carolina offices. She has a long...
Marc empowers clients to take ownership of their financial lives by simplifying complex financial topics. He believes in collaborating with accountants, attorneys, agents and others to provide clients with a well-rounded approach to potentially grow and protect their...
Marcelina Castel de Oro joined Perigon in February 2025. She works with the San Francisco-based financial planning team and is currently pursuing the CFP® designation. Before joining Perigon, Marcelina served in the U.S Navy. After almost 8 years of honorable service,...
Maria Daley has more than 30 years of experience leading business development and relationship management teams at some of the most prominent financial services firms in the U.S. In her most recent position at Choreo, LLC, as Chief Growth Officer & Practice...
Mark has spent more than 35-years learning the operational aspects of the investment industry and developing the technical skills necessary to keep the office running smoothly. Mark spent several years working for the Baltimore-based stock brokerage firm, Alex. Brown...
“Don’t move from your father’s house to your husband’s house. Learn to stand on your own!” My mother said that to me when I was a girl. At the time, I rolled my eyes, but as I got older, the meaning behind what she said became more and more apparent. I began my...
Matt joined Perigon Wealth Management in July 2024 as a Billing Specialist. Prior to joining Perigon, Matt worked in the promotional snack foods industry and, to answer your question – yes – there were plenty of free snacks. While new to wealth management, Matt brings...
Joining Perigon in 2023 as an Wealth Advisor, Matthew Torkelson is dedicated to helping clients grow and protect their legacies. With a passion for capital markets and a deep understanding of investment strategies, Matthew is committed to providing his clients with...
Melissa joined Perigon in 2022 through a merger with Nauset Wealth Management, where she had been part of the team since 2009. Her primary responsibilities include financial planning, client servicing and client reporting. Melissa has extensive experience 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.