Steve is a Partner and Wealth Advisor at Perigon Wealth Management, LLC in Syracuse, NY. Prior to the merger with Perigon Wealth in 2024, Steve was a founding member of Blue Water Capital Management where he served as CEO, partner and advisor. A 37 year veteran in the...
With nearly 20 years of experience as an Investment Advisor, Stephen values helping clients navigate all stages of their financial life. Recognizing that everyone’s financial situation is different, he works directly with his clients to develop a financial plan and...
Steve is a graduate of both Northeastern University, Massachusetts with a Bachelor of Arts degree in Business Administration and the College of Financial Planning, Colorado with a Master of Science in Personal Financial Planning. Steve was self-employed until 2017...
Susan handles the marketing, public relations and communications for the Stakeholders Capital Team that joined Perigon in the Spring of 2023. She has been with the firm since its inception, and is passionate about educating people about how their investments can...
Susanna Pinto began her career in the financial services industry in Boston, but discovered her true calling in financial planning after 20 years. She joined Perigon as an aspiring financial planner and earned her CFP® designation in 2025. Committed to holistic...
Tom entered the financial services industry in 1993 after graduating from St. John’s University with a BS in marketing. He joined Prager Metis/PM Wealth Management in August 2016 after stints with Wealth Advisory Group and the home offices of AIG Royal Alliance and...
Tom is a Partner and Wealth Manager at Perigon Wealth Management, LLC. With over fifteen years of investment and financial planning experience, Tom specializes in working with individuals and businesses in the areas of investment management, financial planning, and...
Tim Kaiser joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. acquisition. He has been working as a financial advisor since 2018 and specializes in helping clients with investment evaluation, planning and portfolio management. Tim's focus is...
Tina serves as a Private Client Associate at Perigon Wealth Management. She has over 20 years of experience in the financial services industry, working both in the US and UK. She assists with all aspects of client service support. Tina joined Perigon Wealth in May...
Tinisha recently joined Perigon in 2024 as a Records Management Specialist. Prior to joining Perigon, Tinisha worked as a Client Relationship Specialist at Millennium Trust Company, LLC. She has 5+ years of experience working for large corporations such as Halliburton...
Tom has been in the wealth management industry for over 35 years. Both his grandfathers started businesses in Atlanta, Georgia, but because of inadequate planning neither of their businesses are still in the family. This experience profoundly motivates him to help...
Tracy joined Perigon Wealth Management in 2018 and serves as a leader on the Client Service Team and also serves the Transition Team. Prior to joining Perigon, Tracy worked as the Program Manager at CFA Society San Francisco, offering the region’s CFA Charterholders...