Perigon Wealth Management and Lenox Advisors have announced key changes in its advisor ranks, with Perigon welcoming its newest ownership stakeholders and Lenox promoting two promising talents.
San Francisco-based Perigon, which reported approximately $8.7 billion in assets under management at the end of 2024, named four advisors as partners.
The new partners, who represent offices in both the East and West Coast, earned their stripes after completing the firm's internal Path to Partnership program.
Perigon CEO Arthur Ambarik said the multi-week program, which allows select 1099 advisors to earn equity in the firm, lets successful candidates earn an ownership stake in the firm over time.
“Perigon's strength lies in its advisors, the technology and investment support we provide and the flexibility to grow and succeed,” Ambarik said in a statement.
The new partners include Mary Ballin, who opened Perigon’s East Bay office and brings 20 years of experience as she leads a team focused on helping women navigate financial transitions.
Beth Bosworth, who oversees the firm’s financial planning initiatives, was also named a partner, as was Bay Area-based Eric Jardine, who combines investment expertise with operations and technology support.
The fourth appointee, Doug Wheat, joined the firm’s Massachusetts office in 2024 and brings experience in impact investing.
Perigon has expanded into six new markets since late 2021. Its expansion strategy got fresh financial fuel from Constellation Wealth Capital, which took a strategic stake in the firm in January.
Toward the end of last year, it announced several additions to its leadership, including the appointments of Cresset Partners alum Michael Mignosi as director of advisor growth, and David Scarpello as its new chief financial officer.
Meanwhile, Lenox Advisors has promoted two long-tenured professionals, naming Gabe Schulman as partner and elevating Michael Girasole to managing director.
The firm, an affiliate of NFP and part of Aon, said both appointments reflect its ongoing commitment to developing leadership aligned with its client-first approach.
“Gabe and Michael have consistently demonstrated exceptional leadership and an unwavering commitment to client success,” said Greg Large, president of Lenox Advisors. “These well-earned promotions reflect their outstanding performances and contributions to the firm's growth.”
Schulman – who weighed in on the ins and outs of managing Wall Street pros' wealth in a recent conversation with InvestmentNews – joined the firm in 2011 and advises high net worth individuals and corporate clients on estate planning, insurance, and benefits strategies.
Girasole, who has been with Lenox since 2016, is focused on expanding the firm’s East Coast presence and supporting business development in key regional offices.
Lenox also announced a C-suite change of its own in January as it promoted Kristi Vassak to the role of COO.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
Transamerica Institute survey reveals a stark divide between employer confidence and workers' financial reality.
Just five actions were started in the first half of fiscal 2026, a new analysis finds.
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
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
