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Perigon Wealth Management Employee Directory

Investment ManagementCalifornia, United States51-200 Employees

Perigon Wealth Management is an independent registered investment adviser operating in the investment management sector. Based in San Francisco, California, it serves clients by developing clear, customized financial plans aimed at helping them achieve personal life goals. The firm is founded, owned, and led by lifelong financial advisors, emphasizing an independent advisory model that supports client objectives while preserving autonomy. In addition to client services, Perigon offers a platform for financial advisors, providing a flexible program that accommodates a wide range of affiliation structures and business models while preserving independence. In late 2025, the firm named Rory T. Shusted as chief people officer to lead its people strategy and support its organizational growth.

Find Perigon Wealth Management employees' phone numbers or email addresses

Perigon Wealth Management Global Highlights

Location
Employees

North America
182

Minus sign iconPlus sign icon
  • United States Of America
    182

Perigon Wealth Management's Leadership

  • Stylized image of a person
    A. A.
    Chief Executive Officer | Financial Advisor
    Mobile Phone
  • Stylized image of a person
    J. M.
    Head Of Portfolio Management / Trading / Investment Solutions
    Mobile Phone
  • Stylized image of a person
    A. M. S.
    Partner | Head Of Sports And Entertainment
    Mobile Phone
  • Stylized image of a person
    C. S.
    Director
    Mobile Phone
  • Stylized image of a person
    T. C.
    Director, Client Services
    Mobile Phone
  • Stylized image of a person
    A. M.
    Human Resources Manager
    Mobile Phone
  • Stylized image of a person
    M. T.
    Wealth Advisor
    Mobile Phone
  • Stylized image of a person
    K. S.
    Practicing Lawyer
    Mobile Phone

Perigon Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Community & Social Services
  • Entrepreneurship
  • Other
  • Branding
  • Human Resources

Contact profiles from Perigon Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. A.
    Chief Executive Officer | Financial Advisor
    Mobile Phone
    Aug 14, 2026
  • Stylized image of a person
    A. M. S.
    Partner | Head Of Sports And Entertainment
    Mobile Phone
    Sep 19, 2024
  • Stylized image of a person
    J. M.
    Head Of Portfolio Management / Trading / Investment Solutions
    Mobile Phone
    Bay
    Jul 28, 2026
  • Stylized image of a person
    C. S.
    Director
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    T. C.
    Director, Client Services
    Mobile Phone
    Oct 30, 2025
  • Stylized image of a person
    A. M.
    Human Resources Manager
    Mobile Phone
    Feb 26, 2026
  • Stylized image of a person
    M. T.
    Wealth Advisor
    Mobile Phone
    Bay
    Jul 28, 2026
  • Stylized image of a person
    K. S.
    Practicing Lawyer
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    R. H.
    Wealth Advisor
    Mobile Phone
    May 13, 2025
  • Stylized image of a person
    R. S.
    Wealth Advisor
    Mobile Phone
    Jun 09, 2026

Frequently Asked Questions

What is Perigon Wealth Management known for?

Minus sign iconPlus sign iconPerigon Wealth Management was founded in 2004 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-415-430-****
. Explore Perigon Wealth Management's company overview page for more information.

What is Perigon Wealth Management's most common email format?

Minus sign iconPlus sign iconPerigon Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Perigon Wealth Management email formats with LeadIQ.

How many employees does Perigon Wealth Management have currently?

Minus sign iconPlus sign iconPerigon Wealth Management has approximately 154 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Perigon Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Perigon Wealth Management's key employees include:

  • Chief Executive Officer | Financial Advisor: A. A.
  • Head Of Portfolio Management / Trading / Investment Solutions: J. M.
  • Partner | Head Of Sports And Entertainment: A. M. S.
  • Director: C. S.
  • Director, Client Services: T. C.

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