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.”
Six-figure losses, social media lures and impostor schemes are draining older clients’ savings, report to Congress shows
William Tunink, an industry veteran, was indicted for running a Ponzi scheme this month in Des Moines.
Broker-dealers will soon share targeted returns under SEC-approved Rule 2210 changes, but one securities lawyer warns the regimes aren’t identical.
Insurers ranking independent broker-dealers ahead of RIAs for near-term growth as fee-only fiduciaries still find annuities a hard fit
Most voters 50-plus in swing districts favor candidates backing a caregiver tax credit, as caregiving drains retirement savings
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
