Perigon Wealth Management, a San Francisco-based RIA with approximately $8.7 billion in client assets as of Dec. 31, has granted four advisors a partnership stake in the firm.
Wealth advisors Mary Ballin, Beth Bosworth, Eric Jardine and Doug Wheat were named partners after completing Perigon’s Path to Partnership Program.
Perigon CEO Arthur Ambarik said that the program was launched to “identify passionate and dedicated Perigon advisors who embodied the culture and spirit of the firm and allow them to earn an ownership stake in Perigon over time.”
He continued, “Perigon’s strength lies in its advisors, the technology and investment support we provide and the flexibility to grow and succeed.”
The firm’s multi-week program is available to certain 1099 advisors and designed to “reinforce the firm’s advisor-led, advisor-owned philosophy and structure,” the company said in a news release.
Ballin said, “Perigon provides each advisor a lot of autonomy to drive individualized success, along with the support needed to be successful. We don’t just talk about growth — we make it happen. The firm’s Path to Partnership program is just one way Perigon turns ambition into opportunity.”
In January, Perigon expanded its relationship with Goldman Sachs by engaging Goldman Sachs Custody Solutions. In December, it recruited Robert and Evan Harrigan from UBS. In November, the firm hired Jonathan Robbins as General Counsel and Chief Compliance Officer, and Michael Mignosi as Director of Organic Growth.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
