An Associate Wealth Advisor at Perigon Wealth Management will play an integral role in supporting Wealth Advisors (lead advisor) while gaining hands-on experience in wealth management.
Perigon Wealth Articles
Q2 2026 CIO Letter – Steady Through the Storm
The first quarter of 2026 was not an easy one to live through. War broke out in the Middle East. Iran closed the Strait of Hormuz. Oil prices surged…
Perigon Wealth Management Appoints Chief People Officer as Part of Strategic Leadership Expansion
Perigon Wealth Management, LLC announced the appointment of Rory T. Shusted as the firmās first Chief People Officer. She will report directly to CEO Arthur Ambarik and is based in the Atlanta area.
Perigon Wealth Management Adds Three More Partners Through Path to Partnership Program
Perigon, a rapidly growing independent wealth management firm with offices across the country, announced three more team members have completed the firmās innovative Path to Partnership Program.
Perigon Leaders Named InvestmentNews Top Financial Professionals USA
Each year, InvestmentNews identifies 100 financial professionals across the country who stand out.
Perigon Wealth Management Launches Development of Scalable Organic Growth Platform
Perigon Wealth announced it enhanced its management team with the addition of Jon Seif as Managing Director of Digital Strategy and Luke Samuels as Senior Director of Business Development to continue driving organic growth.
Private Client Associate – Hybrid – Amherst, MA
The Private Client Associate is a member of Perigonās Client Service team. The Associateās role is to support Wealth Managers with day-to-day operations, administrative and client service tasks.
Director of Technology
The Director of Technology at Perigon Wealth Management will be responsible for the firmās core technology, including setting and implementing the tech strategy and priorities and managing third-party vendor relationships.
Perigon Wealth Management Enhances Impact Investing Team and Services
Perigon Wealth Management announced it has enhanced its existing impact investing services by creating an Impact Team.
Perigon named 2026 RIA Firm to Watch by AdvisorHub
Perigon was ranked #21 out of 25 mid-sized RIAs on AdvisorHubās RIA Firms to Watch in 2026.
Perigon Repeats Newsweek Top Financial Advisory Firm Recognition
Perigon Wealth Management Repeats Newsweek Top Financial Advisory Firm RecognitionFirm Retains Five-Star RatingPerigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximatelyĀ $10.2...
Perigon Wealth Management Advisor Danny McAuliffe Recognized As Rising Star
NextGen Leader Recognized by Industry Media as Exceptional Wealth Managers Under 40 SAN FRANCISCO, OCT. 24, 2025Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximatelyĀ $9.3...












