The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks.
Perigon Wealth Articles
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 approximately $9.3...
Perigon Makes Its Debut on the 2025 Barron’s Top 100 RIA List
We’re honored to share that Perigon Wealth Management has been recognized by Barron’s as one of the Top 100 RIA Firms for 2025, debuting at No. 86 on the list.
Perigon Wealth Management President Jeremy Paul Among Barron’s Top Independent Advisors
Perigon Wealth Management announced President Jeremy Paul was ranked No. 70 on the 2025 Barron’s Top 100 Independent Advisors list.
Welcoming Gitterman Wealth Management to Perigon
We’re pleased to share that Gitterman Wealth Management and Gitterman Asset Management have joined Perigon Based in Edison, New Jersey, the Gitterman team manages $1.3 billion in assets for individual investors, families, small business owners, and higher-education...
Private Client Associate – Hybrid – Petaluma, CA
The Private Client Associate is a member of Perigon’s Client Service team. The Associate’s role is to support Wealth Managers with day-to-day operations, administrative and client service tasks.
Perigon Wealth Management Welcomes Jeremy Kovacs To Enhance Southern California Presence
Perigon Wealth Management announced the appointment of Jeremy Kovacs as a Managing Director, Wealth Advisor. He manages over $300 million in total client assets and will help expand Perigon’s footprint in Orange County, California.
Perigon Wealth Management Executives and Advisors Deliver Keynotes, Support Panel Discussions at Leading Industry Conferences
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...
Jeremy Paul Ranked 15 Top Financial Advisors in the USA by InvestmentNews
Jeremy Paul has been named one of the top 15 financial advisors in the U.S. by InvestmentNews*, recognized for his remarkable achievements in wealth management as they pertain to AUM and client growth. His personalized approach, innovative strategies, and commitment...
Marc Specht & Bud Sturmak Land On InvestmentNews Hot List
The Hot List, launched in 2023, celebrates top financial professionals in the U.S. who have helped shape and innovate the industry over the past 12 months.
UBS Team Joins Perigon
Perigon Wealth announced it expanded its Florida network with the addition of the Harrigan Group.
Perigon Names New General Counsel and CCO, Director of Organic Growth
Perigon announced it has hired Jonathan Robbins as General Counsel and Chief Compliance Officer and Michael Mignosi as Director of Organic Growth.