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.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
