Perigon Wealth Management – a rapidly growing independent wealth management firm with offices across the country and about $8.2 billion in client assets as of June 30, 2024 – announced it welcomed three key hires to support its continued expansion through organic growth and acquisitions.
David Scarpello joined as Chief Financial Officer, replacing Chuck Pinson-Rose – who will continue to support the firm on special projects as the Managing Director, Finance and Investment, help ensure a smooth executive transition and dedicate more time to his role as an investment advisor.
More recently, Scarpello served as the CFO of Pathstone, a private equity-backed family office and advisory firm for ultra-high-net-worth clients, where he led end-to-end M&A support, financial and accounting practices and strategic financial planning efforts. And he has held CFO roles at several financial services and fintech providers, as well as other executive roles.
Chuck Pinson-Rose, CFA has been with Perigon since 2015 and served as its CFO during its rapid expansion. And he has been pivotal in developing a scalable financial infrastructure for the firm and will continue to lend his expertise to move the firm forward.
The firm also revealed it has added two new positions to support the continued strategic expansion of services and M&A activity.
— Brian McGunnigle, Director of Operations – McGunnigle joins Perigon from the Mather Group and brings 25 years of industry experience, having spent the prior 16 years leading operations teams, technology evaluations and implementations, and M&A integrations. McGunnigle will report to Chief Investment Officer Rafia Hasan.
— Debra Dunham, Director of Transitions and Integrations – Dunham most recently led and managed integrations for The Colony Group, a wealth management firm based in Boston. She has held several management roles in financial services firms and is active in her local community. She will report to the Head of Advisor Success and Integration Maria Daley.
Perigon is an advisor-led firm that has added teams and offices across six major markets since December 2021.
KEY QUOTES:
“A decade ago, Perigon had two locations and less than $150 million in assets under management. We’re now at nearly 20 locations and approximately $8.2 billion. This kind of growth needs additional executive and operational expertise to capitalize on new opportunities, and we’re thrilled to have attracted such incredible talent to our team.”
“David has more than 30 years of experience supporting a range of forward-looking financial services institutions and wealth management firms, and I look forward to working closely with him as we execute the next phase of our growth strategy.”
-CEO Arthur Ambarik
“I’ve watched Perigon’s rise from afar and have been incredibly impressed with Art, Chuck and the entire executive team’s approach to the market. I look forward to working to build upon the incredible foundation as we continue to execute into the future.”
-David Scarpello
