The Operations Associate will have primary responsibility for centralized administration of data in Perigon’s portfolio management system (Orion). This is an important role to ensure data integrity and a positive experience for both the internal Orion users, and the clients receiving reports and output.
Global stocks suffered a steep selloff to start the month with the MSCI All Country World Index’s (ACWI) losing as much as 7.73% on August 5th before recovering to finish “an August to remember” at its all-time high, gaining 2.54% for the month bringing YTD returns to 15.97%.
Art Ambarik, CEO of Perigon Wealth Management in California, has overseen over a decade of growth. He reflects on the sanctity of the client-advisor relationship and his priorities.