Perigon Wealth Management Expands Leadership Team for Growth Strategy

Perigon Wealth Management Welcomes New Leaders

Perigon Wealth Management, an emerging independent wealth management firm, has unveiled new leadership appointments aimed at catalyzing its growth and enhancing client services. The firm has brought on Jonathan Robbins as General Counsel and Chief Compliance Officer, along with Michael Mignosi as Director of Organic Growth. These strategic hires are designed to support Perigon's ambitious expansion plans and reinforce its commitment to client success.

Leadership Structure

Jonathan Robbins, with a robust legal and compliance background, joins Perigon from LPL Financial, where he served as Senior Vice President and Chief Compliance Officer. In his new role, Robbins will report directly to Perigon's CEO, Arthur Ambarik. He has a distinguished career that began at Morgan Stanley, followed by significant roles in compliance at Edelman Financial Engines and top law firms such as Wilson Sonsini Goodrich & Rosati. Robbins emphasizes the dynamic nature of the Registered Investment Advisor (RIA) space, noting Perigon's impressive growth trajectory and dedication to offering flexibility and exceptional service to its advisors.

Michael Mignosi, an accomplished marketer with over ten years of experience, is set to direct initiatives that explore and cultivate organic growth opportunities within the firm. Previously the Marketing Director at Cresset Partners, Mignosi has a proven track record of establishing brand presence and driving business development through innovative marketing strategies. His role will focus on supporting Perigon's advisors, enhancing engagement and creating avenues for new business expansion.

Commitment to Core Values

Perigon's leadership is committed to fostering a culture that prioritizes partnership and collaboration. CEO Arthur Ambarik highlighted the importance of maintaining a leadership team that aligns with the company’s core values, including accountability, authenticity, and positivity. The firm has been working in collaboration with its private equity partner, Constellation Wealth Capital, to identify talent that embodies these principles.

Ambarik expressed excitement about the addition of Robbins and Mignosi to the executive team, stating, “Their experience and perspectives will be instrumental in accelerating our growth and enhancing our service model, allowing our advisors to focus on what they do best.”

Growth and Expansion

Since 2021, Perigon has expanded its operations, integrating various teams and offices across six significant markets. The firm has also established strategic partnerships and completed notable acquisitions, further solidifying its footprint in the wealth management sector. Such expansions have led to recognition, including being listed among RIA Channel's Top 50 Wealth Managers and the Forbes Top RIA list.

The recent leadership changes come at a time when Perigon is looking to build upon its existing framework, ensuring it can meet the evolving needs of its clients while empowering its advisors to thrive. As the firm continues to navigate the complexities of wealth management, Robbins and Mignosi's leadership is expected to play a critical role in shaping its future.

In conclusion, as Perigon Wealth Management embarks on this new chapter with its refreshed leadership, the firm remains steadfast in its mission: delivering tailored financial solutions that enable clients to achieve their life goals and nurturing a supportive environment for financial advisors. With a focus on sustainable growth and excellence in service, Perigon is poised to strengthen its position in the marketplace.

For more information on Perigon Wealth Management, visit perigonwealth.com.