Perigon Wealth Management announced that it is developing a scalable organic growth platform supported by new leadership appointments as the firm seeks to institutionalize its growth strategy.
The firm appointed Jon Seif as Managing Director of Digital Strategy and Luke Samuels as Senior Director of Business Development. Their roles are intended to help Perigon build a proprietary system designed to drive measurable organic growth across its advisory platform.
Perigon is a rapidly growing independent wealth management firm with offices across the United States and approximately $11.2 billion in client assets as of Dec. 31, 2025. According to the company, the leadership additions are part of a broader effort to strengthen internal infrastructure following several years of merger and acquisition activity.
The platform under development is designed to provide visibility across the entire client acquisition lifecycle, from prospect identification through revenue generation. The firm said the system will integrate digital strategy, marketing, business development, and AI-enabled insights into a unified operating framework.
The strategy also focuses on giving advisors scalable tools tailored to specific client segments while enabling the firm to allocate growth capital based on measurable outcomes.
Seif will oversee the firm’s data, AI, and technology initiatives to create a data-driven growth engine. With nearly 20 years of experience in financial services as both an advisor and technology leader, he previously held roles at Betterment, Envestnet/Yodlee, and Catchlight, which was incubated within Fidelity Labs.
Samuels will work alongside Seif to bridge Perigon’s digital marketing initiatives with operational execution. His responsibilities include developing and managing lead generation and conversion programs. Prior to joining Perigon, he held marketing leadership roles at Wealth Enhancement Group, Empower, and Personal Capital.
Perigon operates as an advisor-led firm with teams and offices across 15 states.
KEY QUOTES:
“To take full advantage of our significant M&A activity over the past several years, Perigon identified developing a meaningful, internal and wholly controlled organic growth platform as a key strategic priority. We are building infrastructure that gives us full visibility from prospect to revenue, strengthens accountability and equips our advisors with scalable tools tailored to their client segments. Jon and Luke bring the experience to help us professionalize and accelerate these efforts.”
Arthur Ambarik, CEO, Perigon Wealth Management
“The firms that will emerge as leaders in the next decade are building integrated platforms that combine data, technology and human expertise to drive sustainable organic growth. Perigon is committed to building a scalable, advisor-centric growth engine, and that creates a powerful opportunity to help advisors deepen client relationships, expand wallet share and attract new clients in ways we can measure and optimize.”
Jon Seif, Managing Director Of Digital Strategy, Perigon Wealth Management
“Perigon is shifting our approach from individually driven growth to a more systematic, scalable model that we intentionally design and own. Our focus goes beyond generating leads in order to help the right clients find the right advisors.”
Michael Mignosi, Senior Director Of Organic Growth, Perigon Wealth Management
