Christina brings a broad base of experience to her role supporting advisors. Before joining us she was a registered associate at Morgan Stanley where she supported five advisors and prior to that was a financial consultant with Scottrade/TD Ameritrade. Christina is...
Chuck joined Perigon Wealth Management in early in 2015 as an Investment Advisor and supports the firm’s financial advisors by researching various investment options. Prior to joining Perigon, Chuck spent just over eight years in Standard & Poor’s corporate rating...
Clay works closely with affluent individuals and families to help them streamline the intricacies of significant wealth. His clients turn to him as their key advisor in all financial matters. As a fiduciary advisor, he works with clients to develop sustainable...
Crystal joined Perigon as an Operations Associate in 2024. She has spent most of her career in an office/operations management role, in both the finance and manufacturing industries. She enjoys the challenge of streamlining processes and tasks, and believes in working...
Dan Gwizdak joined Perigon Wealth Management in June 2024, but has been part of Lisa’s team since his days as a high school intern. His experience motivated him to pursue a degree in financial services. After graduating SUNY Binghamton in the spring of 2007, Dan...
Danny is a Wealth Advisor with Perigon and oversees the firm’s financial planning operations. Danny works with advisors and clients to develop and implement comprehensive financial plans designed to achieve each client’s unique goals. Danny strives to provide...
David is a Partner of Perigon Wealth Management. David works with clients to develop and manage goal-driven financial plans and support those plans with customized investment portfolios. He has a particular expertise in meeting the needs of investment management...
David brings 20+ years of wealth management experience to Perigon. David’s background and expertise center on helping affluent and high net worth individuals make asset allocation, portfolio management and financial planning decisions. He is also highly adept at...
David Scarpello serves as Chief Financial Officer of Perigon Wealth Management, providing executive leadership and strategic oversight to the firm’s finance and technology organization. David is responsible for supporting Perigon’s strategic partners, developing the...
Ms. Creo presently serves as Client Service Associate at Perigon Wealth Management. Dawn has over 30 years experience in the financial industry, and is responsible for company operations and client service support. Her responsibilities include processing all account...
Dean's BioDean Kuhlkin serves as a Wealth Advisor at Perigon. He has over 20 years of experience in fixed income and equity markets, most recently at Deutsche Bank where he was Managing Director and Chief Operating Officer for US Fixed Income Sales. Prior to this at...
Debby has more than 25 years experience in financial services, M&A project management, and operations. Prior to joining Perigon, Debby was the Manager of Integrations at The Colony Group working closely with new merger teams to facilitate their adoption of current...