Displaying 6 results
Wealth management entrepreneur cleans up with Perigon acquisition
It's the next step on a journey from cleaning business owner to wealth advisor.
Perigon taps Maria Daley for new advisor-focused role
Daley brings more than three decades’ experience to the independent wealth firm as its head of advisor success and integration.
Perigon scoops up $375M in assets with twin acquisitions
The rapidly growing firm has added RIAs in New York and Michigan to its national footprint.
Perigon Wealth Management moves up a league to advise sports professionals
Firm will create dedicated division leveraging new agreement with the Premier Sports Network.
Cash to bolster portfolios in the year ahead, investors say
Passive funds and ETFs won’t completely supplant active managers, but their market share will continue to rise.
Perigon acquires $330 million RIA
Nauset Wealth Management, based in Westport, Connecticut, was founded in 2000 by Michael Lombardo.
