Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $8.7 billion in client assets as of Dec. 31, 2024, announced its executives and advisors will present at several leading wealth management conferences and events. Each will explore critical topics driving innovation and growth within the industry.
CEO Arthur Ambarik, Chief Investment Officer Rafia Hasan, Partner Andrew Bellak and Wealth Advisor Rachel Elson are among the Perigon team members who will participate in investment and practice management sessions across the country.
“I’m grateful to have an executive and advisor team with an incredible wealth of knowledge in portfolio construction, practice management, leadership and investments and are dedicated to a culture of continuous improvement,” said Arthur Ambarik, Perigon’s CEO.
“When the wealth management industry looks for innovation and insights, I’m honored they turn to Perigon and its team.”
Ambarik will present at:
- WealthManagement.com’s RIA Edge event in Nashville, where he will participate in a session on “Cultivating Talent for the Future of Wealth Management: Pathways to Sustainable Growth and Excellence.” The April 1 and 2 event is designed to provide insights to RIA executives.
Hasan will participate in the following:
- Institutional Investor’s Alts in Wealth Management Forum in Dallas, where she will deliver the opening session keynote address. She is a co-chair of the March 4 and 5 event for RIAs, multi-family offices, single-family offices, broker-dealers, private banks and trust companies. Hasan will also moderate the panel, “The Hottest Plays in Alternatives: Can Public Market Alternatives Go Toe-to-Toe with Private Market Heavyweights?”
- Portfolio Summits’ Chicago RIA Summit on April 2, where she will moderate the session on “Reflecting on the M&A Landscape: Lessons from 2024 and What’s Ahead.” The one-day event draws independent RIAs from Illinois for a day of education and networking.
- The Markets Group’s Private Wealth US Spring Retreat in Carlsbad, California, where Hasan will participate in a leadership roundtable on “Decision-Making in Disruptive Times. The May 12 to 14 event is for industry leaders and RIA professionals.
- WealthManagement.com’s EDGE conference in Boca Raton, Florida, where she will participate in a panel on the “Fixed Income Landscape – Are the Future of Bonds ETF Shaped?” The June 10 to 12 event gathers about 2,000 wealth management professionals, including 1,000 advisors.
Bellak will speak at:
- The Markets Group’s Private Wealth New England Forum in Boston on March 12, where he will participate in a panel on “Mastering Alternative Investment Portfolio Construction.” The conference features wealth management leaders from New England.
Elson will moderate:
- Barron’s Advisor Independent Summit panel on “The Equity Blueprint: Structuring & Incentivizing Practices for Success in Orlando, Florida. The invitation-only event from March 12 to 14 brings together the nation’s top RIA and independent advisors for networking and best practices.
Perigon is an advisor-led firm that was named one of Financial Advisor Magazine’s Top 50 Fastest Growing RIAs and included on the 2024 Forbes Top RIA list.1
About Perigon Wealth Management
Perigon Wealth Management, LLC is a registered investment advisor. Founded, owned and led by lifelong financial advisors, Perigon Wealth Management is an independent RIA firm that strives to provide clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With approximately $8.7 billion in client assets as of Dec. 31, 2024, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com.
Custody, clearing and certain brokerage services are offered by Folio Investments, Inc., which conducts business as Goldman Sachs Custody Solutions (GSCS). GSCS is an SEC-registered broker-dealer and member FINRA/MSRB/SIPC. Neither this material nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities.
Global Banking & Markets (“GBM”) and its personnel are employees of Goldman Sachs & Co LLC and the structured notes, lending products, and custody services are GBM-sponsored products and services. GBM is not a part of Asset & Wealth Management or of Goldman Sachs Asset Management, L.P. (“GSAM”). Statements and representations made by GBM or GSAM should not be construed as investment advice.
and Forbes” Top RIA ranking methodology
