Ron works with individuals, families and small business owners and joined Perigon in December 2023 to leverage the company’s resources on behalf of his clients. Ron focuses on building long term relationships with clients through analyzing and understanding each...
Sally joined Perigon as a Private Client Associate in 2024. She has over 12 years of experience in various roles that include Customer Service, Client Relationship Management, Compliance, and Operations. Born and raised in Lexington, SC, she currently lives in West...
Sam is a Private Client Associate at Perigon and has been with the firm since 2024. With over 10+ years experience in the financial industry. Prior to Perigon, she had worked at another RIA firm Wealth Enhancement supporting multiple advisors, she also has operational...
Samantha Sharf Bloch joined Perigon in September 2024. She works with the San Francisco-based financial planning team and is currently pursuing the CFP® designation. Before joining Perigon, Sam was a personal finance and business journalist–including reporting and...
Sandra Kerr is a Wealth Advisor and Partner with Perigon Wealth with over 30 years of experience. She obtained her CERTIFIED FINANCIAL PLANNER™ Designation in 2009 and shortly thereafter her Accredited Investment Fiduciary Designation. Currently she is on the Board of...
Sara joined Perigon as an Operations Associate in 2024. She specializes in back office operations and data reconciliation for our PA and SC offices. Sara earned her Bachelor degree from the University of South Carolina in 2013. She enjoys bringing a creative and...
Sarah George, CFP® is a wealth advisor based in San Francisco, CA. Sarah and her team offer holistic wealth management services for people facing big life decisions, navigating new financial circumstances, or just looking to get organized. She often works with clients...
Scott Elisha is the Portfolio Manager and Options Strategist at Perigon Wealth Management. Prior to Perigon, Scott was the Head Trader and Portfolio Manager at Lombard Street Partners. LLC. Scott was also a Co- Founder of LOG-e Solutions, Prior to Lombard Street....
Scott has been in the financial services industry since 2005. He is an alternative investment specialist including Private Equity, Hedge Funds, Private Credit, Private Real Estate, and Digital Assets. He provides strategies for business owners, medical and tech...
As an Associate Wealth Advisor, Shane takes on the role of providing advisory and operational support for both his team and clients. Shane focuses his efforts on the collection and management of client information, as well as the execution of daily client activity to...
Sheetal is a CERTIFIED FINANCIAL PLANNER™ Professional and also holds a NASAA Series 65 license for investment advisors. She earned a Master’s Degree in Engineering Management from the University of Maryland, a Bachelor’s degree in Electrical Engineering from Pune...
Sheila is excited to have recently joined the Perigon team as a Wealth Advisor in early 2024. She previously held several roles at Prudeo Partners, formerly CFG, starting as a Client Support Specialist in January of 2009. Her role evolved to Financial Advisor and...