Your Team
Meet your Perigon team, more than 100 professionals who share one goal – helping you succeed.
Abegael Fleming
Managing Director, Human Resources
Alexander Lazieh
Trading Associate
Andrew Dimaio
Mergers and Acquisitions Analyst
Annette Wilson
Private Client Associate
Bill Rackley, CFP®
Wealth Advisor
Brad Bell
Financial Planning Associate
Edward Hoffman
Wealth Advisor
Eli Cohen
Financial Planning Associate
Elias S. Rauch
Partner
Ellen Ackerman
Private Client Associate
Ira S. Goldberg
Wealth Manager
Jade Berry
Accounts Payable Specialist
Jake Paraiso, CFP®
Financial Planning Associate
Jason P. Condon, CFP®
Wealth Manager
Jeanna Dove
Trading Associate
Jim Weikart
Wealth Advisor
Jonathan Robbins
General Counsel | Chief Compliance Officer
Joselyn Vinals Soler
Private Client Associate
Josh Krumholz
Financial Planning Associate
Julie Liu-Richardson
Controller
Kathryn Vidal
Senior Marketing Manager
Ken Quarnaccio, MBA
Wealth Advisor, Partner
Kenny Fincher, ChFC®
Wealth Advisor
Kim Purkey
Private Client Associate
Kolby Giddings
Private Client Associate
Lisa Hayes, CFP®, AIF®
Wealth Advisor
Marcelina Castel de Oro
Financial Planning Associate
Maria Daley, CFP®
Managing Director, Advisory Success and Integrations
Marie Giles
Private Client Associate
Matt DeNicola
Billing Specialist
Melissa Gardner
Client Service Advisor
Michael Krumholz
Partner, Wealth Advisor
Michael Mignosi
Senior Director of Organic Growth
Nichole Martin
Private Client Associate
Olga-Maria Arruda
Private Client Associate
Olivia Garcia
HR Generalist
Rafia Hasan CFA, CFP®
Chief Investment Officer
Richard Thomas, CFP®
Wealth Advisor
Robert Sloan
Wealth Advisor
Samantha Janni
Private Client Associate
Sandra M. Kerr, CFP®, CDFA®, AIF®
Partner & Wealth Advisor
Sara Smith
Operations Associate
Stephen Sparolini
Wealth Advisor
Susan Migliorino
Private Client Associate
Tennille Duncan
Private Client Associate
Tracy Mack
Private Client Associate
Viviana Mattos
Wealth Advisor