As a team, we share a vision to empower individuals to forge their path to financial freedom and wellness.
 

Wealth Advisor

Mr. Ballin presently serves as a Wealth Advisor and retirement income planning specialist at Perigon.  Ken has over 20...

Private Client Associate

Kanoe joined Perigon Wealth Management in 2004. She is in charge of day to day operations and client service for the...

Private Client Associate

Born, raised and lives in San Francisco, CA

Doris joined Perigon Wealth Management team in 2013, bringing with her over...

Private Client Associate

Ms. Creo presently serves as Client Service Associate at Perigon Wealth Management.  Dawn has over 30 years experience...

Lead Option Strategist | Wealth Advisor

Mr. Elisha is the Portfolio Manager and Options Strategist at Perigon Wealth Management. Prior to Perigon, Scott was the...

Private Client Associate

Ms. Grosso presently serves as Client Service Associate. Anna Maria has over 25 years in the financial industry working...

Wealth Advisor

Dev brings over 22 years of financial services experience to Perigon Wealth Management. His financial planning process...

Wealth Advisor

David brings almost 20 years of wealth management experience to Perigon. David’s background and expertise center on...

Wealth Advisor Associate

Mr. Hardwick serves as a Wealth Advisor Associate assisting clients with financial planning, portfolio oversight, and...

Founder | Wealth Advisor

Mr. Hart co-founded Perigon and serves as  Perigon’s Chief Investment Officer. Mr. Hart  also serves as the principal...

Wealth Advisor

In everything I do, I believe in helping people positively direct their lives and strive to leave them feeling uplifted...

Head of Advisor Success | COO

Jon joined Perigon in 2019 as the COO and Head of Advisor Success after a 15 year career in consulting. Throughout his...

Sr. Investment Strategist | Wealth Advisor

Maya has two decades of experience advising top CEOs, policy makers, technology executives, and hedge fund managers,...

Wealth Advisor

Mr. Kuhlkin serves as a Wealth Advisor at Perigon. He has over 20 years of experience in fixed income and equity markets...

Wealth Advisor

Dermott Larkin partners with and advises technology & biotech executives, entrepreneurs, business owners, individuals...

Wealth Advisor

Experienced Fiduciary Advisor with a demonstrated history of Portfolio Management, Financial Advisory, Investments,...

Head of Planning | Wealth Advisor

Danny McAuliffe is a Financial Advisor with Perigon Wealth Management.  Danny works with clients to develop and...

Head of Partnerships | CCO

Dan comes from the recruiting world and joined Perigon in 2018 to help with the expansion of the firm through new...

CFO | Co-CIO

Chuck joined Perigon Wealth Management in early in 2015 as an Investment Advisor and supports the firm’s financial...

Wealth Advisor

Bill Rackley joined Perigon recently in order to leverage the company's resources and opportunities to collaborate with...

Private Client Associate

Mrs. Rana presently serves as Client Concierge at Perigon. Tina has over 10 years experience in the financial services...

Wealth Advisor

Mr. Resnick serves as a Wealth Advisor and VP of Investments at Perigon. He has nearly a decade of experience in...

Private Client Associate

Brian is a Private Client Associate at Perigon Wealth Management in which he handles the administrative aspects of...

Partner | Co-CIO

Bud is responsible for the firm’s investment platform, including oversight of asset allocation, investment manager...

Wealth Advisor

Scott has been in the financial services industry since 2005, providing strategies for high net worth individuals, their...