Perigon Wealth Management Strengthens Leadership Team
Perigon Wealth Management, a leading independent wealth management firm, has taken significant steps to enrich its leadership team. This strategic enhancement comes as the firm aims to support its ongoing growth and expansion initiatives in the wealth management domain.
Key Leadership Changes
The firm recently appointed David Scarpello as its new Chief Financial Officer (CFO). Scarpello steps in to replace Chuck Pinson-Rose, who will transition to a specialized role as Managing Director of Finance and Investment, focusing on advisory services while ensuring a smooth transition. David Scarpello brings over three decades of experience in financial services, contributing valuable knowledge essential for the firm’s next growth phase.
Expertise and Experience
In his most recent role at Pathstone, a family office dedicated to ultra-high-net-worth clients, Scarpello spearheaded numerous successful initiatives in mergers and acquisitions, showcasing his strategic financial planning capabilities. He remarked about his excitement to contribute to Perigon’s thriving trajectory and acknowledged the commendable vision of its longstanding executive team.
Supporting Strategic Expansion
In addition to welcoming Scarpello, Perigon has introduced two pivotal management roles to bolster its operational capabilities as it progresses with its growth strategy. Brian McGunnigle has been appointed as the Director of Operations, with a strong 25-year background in various operational roles.
Brian McGunnigle's Role
Before joining Perigon, McGunnigle had built notable experience in leading operations teams and integrating M&A activities, making him well-suited to enhance Perigon's operational excellence.
Building a Robust Framework
Another key addition to the leadership team is Debra Dunham, who has been appointed as Director of Transitions and Integrations. Dunham brings a wealth of experience from her previous leadership roles, where she excelled in managing integrations effectively, ensuring seamless transitions for clients and services.
Community Engagement and Leadership
Both Dunham and McGunnigle are set to report directly to senior executives, ensuring that their insights and contributions align with the firm’s strategic goals. This strategic hiring is indicative of Perigon’s commitment to fostering operational integrity and enhancing client service as it continues to expand its footprint.
Growth and Recognition
Perigon Wealth Management has witnessed incredible growth over the years, expanding from just two locations and under $150 million in assets to nearly 20 locations and approximately $8.2 billion in client assets. This exponential growth reflects the firm’s commitment to delivering excellent service and fostering strong relationships.
Perigon has also been recognized in the industry for its accomplishments, featuring in RIA Channel’s list of Top 50 Wealth Managers by Growth in Assets and being honored in the 2022 Forbes Top RIA list.
Advancing the Wealth Management Industry
Founded by seasoned financial advisors, Perigon Wealth Management continues its mission to offer tailored financial solutions to clients. The firm has enhanced its service offerings while remaining dedicated to helping financial advisors grow their practices through independent frameworks and robust support systems. With a commitment to sincerity and personalized service, Perigon is well-equipped to navigate the complexities of the wealth management landscape.
Frequently Asked Questions
What recent leadership changes occurred at Perigon Wealth Management?
Perigon Wealth Management welcomed David Scarpello as the new CFO and added two new management roles to strengthen its operational capabilities.
Who is David Scarpello?
David Scarpello is a financial expert with over 30 years of experience in the wealth management sector, previously serving as CFO at Pathstone.
What roles have been added to support Perigon's growth?
Brian McGunnigle as Director of Operations and Debra Dunham as Director of Transitions and Integrations have been appointed to aid in the firm's strategic growth efforts.
How has Perigon's growth been recognized in the industry?
Perigon has been named one of the Top 50 Wealth Managers by Growth in Assets by RIA Channel and featured in the Forbes Top RIA list.
What is Perigon's mission?
Perigon aims to provide tailored financial solutions that help clients achieve their financial goals while supporting financial advisors in growing their businesses independently.
