Perigon Wealth Management has announced a new leadership hire in a calculated move to support its ongoing expansion and commitment to enhancing advisor resources.
The independent wealth firm, which reported managing approximately $7.75 billion in assets as of the end of the first quarter of 2024, announced Monday that it has appointed Maria Daley as its new head of advisor success and integration.
A seasoned veteran, Daley brings over three decades of experience in business development and relationship management within the wealth management sector.
She previously served as chief growth officer and practice leader at Choreo, a $24.6 billion RIA focused on women advisors and clients, where she led the firm’s growth and organizational strategies.
"We created this position with Maria in mind," Arthur Ambarik, CEO of Perigon said in a statement. "Her range of experience provides our advisors with an incredible resource, enabling us to drive continued expansion and success."
Daley’s career includes senior roles at notable financial services companies including Raymond James, Fidelity, and Neuberger Berman. A certified financial planner who holds a Series 65 license, she also actively participates on several boards across professional and non-profit sectors.
Perigon is introducing the head of advisor success and integration as a strategic response to growth opportunities following their partnership with Constellation Wealth Capital as a minority investor earlier in the year.
Since December 2021, Perigon has expanded its footprint significantly, adding offices in six major markets. Recently in March, it bolstered its network in the Northeast with the addition of two firms: $200 million Blue Water Capital Management in New York and $175-million Lumin Financial in Michigan.
"Our foundational commitment to providing our advisors with the best possible support and solutions with the greatest flexibility remains unchanged," Ambarik stressed.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
