Appointment of Industry Veteran Comes as Firm
Continues to Drive Sustained Growth and Leverage Productive
Relationships with its Minority Capital Partner
SAN
FRANCISCO, May 13, 2024 /PRNewswire/ -- Perigon
Wealth Management LLC ("Perigon"), a rapidly growing independent
wealth management firm with offices across the country and
approximately $7.75 billion as of
March 31, 2024,1 today
announced the appointment of Maria
Daley, CFP®, as Head of Advisor Success &
Integration.
In this newly created role, Daley will be responsible for
ensuring advisors have access to the full scope of the firm's
resources and further enhancing the Perigon platform with added
support offerings. She will report to Perigon's CEO, Arthur Ambarik, and become a key part of the
firm's senior leadership team.
"We created this position with Maria in mind," Ambarik said.
"Her range of experience provides our advisors with an incredible
resource, enabling us to drive continued expansion and success. Her
addition to the team clearly demonstrates that even as we continue
to grow, our foundational commitment to providing our advisors with
the best possible support and solutions with the greatest
flexibility remains unchanged."
Daley has more than 30 years of experience leading business
development and relationship management teams at some of the most
prominent financial services firms in the U.S. In her most recent
position at Choreo, LLC, she served as Chief Growth Officer &
Practice Leader, managing the overall development, organization and
organic growth of the firm's wealth management and business
development efforts.
Previously, she was the Senior Director and National Head of
Advisors with RSM US Wealth Management. Daley has also held several
leadership positions with Raymond
James, Fidelity, Schwab Institutional and Neuberger
Berman.
Daley is a Certified Financial Planner™ and Series 65 licensed.
She earned a Bachelor of Arts in Economics from Mount Holyoke College and serves on several
professional and non-profit organizational boards.
Perigon, an advisor-led firm, announced Constellation Wealth
Capital as its minority investment partner in January of this year.
Since December 2021, the firm has
added teams and offices across six major markets, most recently
welcoming $200-million Blue Water
Capital Management of Syracuse, New
York, and $175-million Lumin
Financial of Southfield, Michigan.
Perigon was named one of RIA Channel's 2022 Top 50 Wealth Managers
by Growth in Assets and included on the Forbes Top RIA
list.2
About Perigon Wealth Management
Perigon Wealth
Management, LLC is a registered investment advisor. Founded, owned
and led by lifelong financial advisors, Perigon Wealth Management
is an independent RIA firm that strives to provide clients with
peace of mind by identifying and implementing clear and customized
plans to achieve the financial objectives necessary to realize
their life goals. Additionally, Perigon Wealth Management offers
financial advisors who join its platform a robust and flexible
program that accommodates the widest possible array of affiliation
structures and business models. With approximately $7.75
billion in client assets as of March. 31, 2024, Perigon
Wealth Management is passionate about accelerating the business
growth of its financial advisors and simplifying their operations,
without sacrificing their independence. For more information,
please visit https://perigonwealth.com.
1 Perigon provides investment advisory
and related services for clients nationally; Perigon will maintain
all applicable registrations and licenses as required by the
various states in which it conducts business. For more information,
please visit www.perigonwealth.com or the Security and Exchange
Commission's ("SEC's") website at www.adviserinfo.sec.gov and
search with Perigon's CRD# 131037.
2 Learn more about RIA Channel's 2022 Top 50
Wealth Managers at
https://www.riachannel.com/2022-top-50-wealth-managers-by-growth-methodology/
and Forbes" Top RIA ranking methodology at
https://www.forbes.com/sites/rjshook/2022/10/25/methodology-americas-top-ria-firms-2022/?sh=4058511e17d9
Media Inquiries:
Elizabeth
Shim
Haven Tower Group
424.317.4861
eshim@haventower.com
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SOURCE Perigon Wealth Management