Perigon Wealth Management Employee Directory
Perigon Wealth Management corporate office is located in 201 Mission St Ste 1825, San Francisco, California, 94105, United States and has 51-200 employees.
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Employees by Department
Departments
Number of employees
Finance
32
Sales
10
Operations
8
C-Suite
7
Legal
3
Engineering & Technical
3
Marketing
1
Perigon Wealth Management CEO
Key Employees of Perigon Wealth Management
- DG
Perigon Wealth Management Global Presence
| Location | People at location |
| North America | 51-200 |
| Europe | 1-10 |
Index of contact profiles from Perigon Wealth Management
- Private Client Associate and Compliance Associate
- United States , California , San Francisco
- Associate Wealth Advisor
- United States , California , San Francisco
- Compliance Associate
- United States , California , San Francisco
- Managing Director, Wealth Adivosr
- United States , California , San Francisco
- Managing Director, Digital Strategy
- United States , California , San Francisco
- Managing Director, Corporate Development
- United States , California , San Francisco
- Head of Financial Planning & Wealth Advisor
- United States , California , San Francisco
- Financial Advisor
- United States , California , San Francisco
- Wealth Advisor
- United States , California , San Francisco
- Manager, Wealth
- United States , California , San Francisco
- Wealth Advisor & Partner
- United States , California , San Francisco
- Manager, Wealth
- United States , California , San Francisco
- Operations Senior Associate
- United States , California , San Francisco
- Head of Impact Investing and Partner
- United States , California , San Francisco
- Partner, Wealth Advisor
- United States , California , San Francisco
- Data Master & Manager
- United States , California , San Francisco
- WealthAdvisor
- United States , California , San Francisco
- Wealth Advisor
- United States , California , San Francisco
- Partner. Head of Sports and Entertainment
- United States , California , San Francisco
- Group Private
- United States , California , San Francisco
- Chief Operating Officer
- United States , California , San Francisco
- Wealth Advisor
- United States , California , San Francisco
- Impact Team Communications
- United States , California , San Francisco
- Head of Alternative Investments Perigon Wealth Management, Llc Wealth Advisor
- United States , California , San Francisco
- Manager, Wealth
- United States , California , San Francisco
Former Employees at Perigon Wealth Management
Explore people who held key positions, contributed to Perigon Wealth Management's success, and advanced their careers.
Financial Advisor at Pure Financial Advisor...
Worked as CSA and Paraplanner
at Perigon Wealth Management (2023-2024)
Event Organizer at Impact Hub New York Me...
Worked as Portfolio Management Intern for Stakeholders C...
at Perigon Wealth Management (2019-2019)
Financial Planning Ass... at SignatureFD
Worked as Investment Operations Specialist
at Perigon Wealth Management (2022-2023)
Associate Portfolio Ma... at Ethic
Worked as Manager, Trading
at Perigon Wealth Management (2025-2025)
Senior Wealth Advisor at Cypress Wealth Service...
Worked as Principal and Wealth Management Advisor
at Perigon Wealth Management (2018-2025)
Managing Director, Bro... at Professional Insurance...
Worked as Trading & Investment Solutions Head of Portfol...
at Perigon Wealth Management
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Frequently Asked Questions Regarding Perigon Wealth Management Employees
Perigon is a national wealth management firm founded in 2004. In January 2019, Perigon partnered with Merchant Investment Management with the joint goal of creating one of the leading registered investment advisory firms in the country. In just over a year, Perigon has more than doubled its assets under management to approximately $1.8 billion.... Read More
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