Finance

Perigon Wealth Management Appoints Maria Daley as Head of Advisor Success & Integration

SAN FRANCISCO, May 13, 2024 – In a strategic move to bolster its sustained growth and capitalize on the productive synergy with its minority capital partner, Perigon Wealth Management LLC ("Perigon"), an independent wealth management firm experiencing rapid expansion, has proudly announced the recruitment of industry stalwart Maria Daley, CFP®, as Head of Advisor Success & Integration.

In this pivotal and freshly established position, Maria Daley will be pivotal in ensuring that Perigon’s advisors are able to fully leverage the company’s comprehensive resources. She will also be instrumental in enhancing the Perigon platform by augmenting its support offerings. Daley is poised to report directly to Perigon's visionary CEO, Arthur Ambarik, and will be a crucial contributor to the senior leadership ensemble.

Arthur Ambarik, CEO of Perigon, expressed enthusiasm for the strategic appointment. "The origination of this role with Maria Daley in mind underscores our foresight and dedication to our advisors. Maria's breadth of expertise is set to become a cornerstone for their success and our firm's continued growth. Her incorporation into our team is not only a testament to our dynamic evolution but also to the steadfastness of our core principles – to equip our advisors with unparalleled support and flexible solutions," he conveyed.

With over three decades of illustrious service in steering business development and nurturing professional relations at foremost financial services institutions across the United States, Daley brings to the table a wealth of seasoned expertise. In her most recent role at Choreo, LLC as the Chief Growth Officer & Practice Leader, she was instrumental in spearheading the strategic expansion of the firm and in cultivating a thriving environment for wealth management and business development initiatives.

Maria Daley has had an illustrious career gracing the roles of Senior Director and National Head of Advisors at RSM US Wealth Management, holding eminent leadership roles at Raymond James, and contributing to the legacy of Fidelity, Schwab Institutional, and Neuberger Berman with her strategic insights.

As a Certified Financial Planner™ with a Series 65 license, Daley's educational background is equally impressive. She is an alumna of Mount Holyoke College, where she earned a Bachelor of Arts in Economics. Further enriching her portfolio of contributions, Daley serves on various professional and non-profit organizational boards, sharing her expertise and vision for financial stewardship.

The announcement of the new Head of Advisor Success & Integration comes on the heels of an exciting development earlier this year, when Perigon unveiled Constellation Wealth Capital as its minority investment partner. Since December 2021, Perigon has strategically extended its market presence by inaugurating new teams and opening offices across six key markets. This includes the acquisition of the $200-million Blue Water Capital Management based in Syracuse, New York, and the $175-million Lumin Financial located in Southfield, Michigan. These milestones contribute to Perigon's significant growth and prestigious recognition as one of RIA Channel's 2022 Top 50 Wealth Managers by Growth in Assets, in addition to a placement on the Forbes Top RIA list.

About Perigon Wealth Management

Perigon Wealth Management LLC stands as a beacon of financial acumen, proudly registered as an investment advisor. With origins deeply rooted in the lifelong journeys of financial advisors, the firm is founded, owned, and steered by a cadre of professionals dedicated to this trade. The independent RIA firm’s mission is to offer serenity and clarity to its clientele by crafting precise and personalized financial strategies to meet life's goals.

Perigon Wealth Management distinguishes itself as a firm that cherishes the autonomy of its financial advisors. To that end, it offers a robust and flexible affiliate program designed to support the broadest range of association models and business structures. Boasting approximately $7.75 billion in client assets as of March 31, 2024, the firm is vigorously committed to accelerating its financial advisors' business growth whilst streamlining their operational complexities, all the while preserving their entrepreneurial independence.

For a deeper insight into Perigon Wealth Management’s philosophies and services, interested parties are welcome to navigate to their official website at Perigon Wealth Management's homepage.

Regulatory Compliance and Recognition

Perigon extends its investment advisory capabilities and services across the national spectrum, adhering meticulously to all necessary registrations and licenses as mandated by the states in which it operates. For full transparency on Perigon’s compliance and professional standards, one can consult additional details at Perigon's own website, www.perigonwealth.com, or refer to the U.S. Security and Exchange Commission's (SEC) website www.adviserinfo.sec.gov, by searching with Perigon's CRD# 131037.

Moreover, the firm's industry achievements have not gone unnoticed. To explore the criteria which propelled Perigon into the 2022 Top 50 Wealth Managers by RIA Channel, visit the link RIA Channel's methodology. Additionally, those interested in Forbes' Top RIA ranking methodology can peruse detailed insights at Forbes' methodology page.

For Further Inquiries

Members of the media with curiosities or inquiries regarding Perigon Wealth Management may reach out to:

Elizabeth Shim
Haven Tower Group
Phone: 424.317.4861
Email: [email protected]

Perigon Wealth Management - Charting the Future of Wealth Management

In conclusion, Perigon Wealth Management continues to bolster an impressive trajectory of growth and industry-leading initiatives. By bringing on seasoned experts like Maria Daley to foster an environment that supports advisor success and integration, Perigon is unwavering in its commitment to enhancing its comprehensive platform. With sound financial advice, strong leadership, and the support of their investment partners, Perigon is set to remain a preeminent name in the wealth management sphere.