Perigon Wealth Management is expanding its leadership team as the firm works to build a centralized platform designed to drive organic growth across its advisory network.
The San Francisco-based RIA, which oversees about $11.2 billion in client assets as of Dec. 31, 2025, said it has hired Jon Seif as managing director of digital strategy and Luke Samuels as senior director of business development. The two will help design and implement a proprietary system aimed at standardizing how the firm generates and converts new business.
The initiative reflects Perigon’s effort to translate several years of acquisition-driven expansion into a more structured growth model.
“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,” said Arthur Ambarik, Perigon’s CEO. “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.”
The platform will combine marketing, digital strategy, business development and artificial intelligence tools into a single framework intended to help advisors identify prospects, track engagement and measure results. By owning the underlying technology and data systems, the firm says it expects to better allocate growth investments and support advisors serving different client niches.
Seif will oversee the firm’s data, AI and technology initiatives as Perigon develops the platform. He brings nearly two decades of experience in financial services and technology roles and previously held positions at Betterment, Envestnet/Yodlee and Catchlight, which was incubated within Fidelity Labs.
Samuels will focus on translating Perigon’s digital marketing strategy into operational programs that generate and convert leads. His background includes marketing leadership roles at Wealth Enhancement Group, Empower and Personal Capital.
Seif said the effort reflects a broader shift across the wealth management industry.
"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," Seif said. "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."
Michael Mignosi, senior director of organic growth, said the firm’s goal is to move beyond ad hoc prospecting and create a repeatable system.
“Perigon is shifting our approach from individually driven growth to a more systematic, scalable model that we intentionally design and own, “said Michael Mignosi, Senior Director of Organic Growth. “Our focus goes beyond generating leads in order to help the right clients find the right advisors.”
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