Vic Hicks III

Vic's Bio

Over the last 10 years, Vic has been helping families, business owners, and rising professionals turn complex financial decisions into clear, workable plans. Vic works closely with clients to build financial plans that connect investment decisions, tax considerations, and cash-flow management with each family’s long-term goals.

Before joining Perigon, Vic spent several years with a global family office, advising ultra-high-net-worth families on asset allocation, liquidity needs, and portfolio construction. Earlier in his career, Vic worked in mergers & acquisitions, advising middle-market companies and family-owned businesses on opportunities for growth and turning business equity into personal wealth. These experiences give him a deep understanding of both sides of the balance sheet—business and personal—and how strategic decisions in one area impact the other.

Outside the office, Vic cherishes time spent with Jasmine and their two sons. A passionate mentor, he volunteers with local high school students, and enjoys unwinding with R&B music and the lively world of sports debate media.

Education | Qualifications:
Yale University (2016)

Vic's Team