Perigon Wealth Management is bringing in a new general counsel and chief compliance officer, as well as a new director of organic growth.
Jonathan Robbins will join Perigon to handle advisor and CMO duties and will report to Perigon CEO Arthur Ambarik. Most recently, he was senior vice president and chief compliance officer for LPL Financial's advisory business.
Michael Mignosi is coming on board in a newly created role to drive the firm's organic growth, reporting to Chief Success and Integration Counsel Maria Daley. Most recently, Mignosi was director of marketing at Cresset Partners.
Ambarik said the firm has been working closely with minority private equity stakeholder Constellation Wealth Capital to “identify the right people” to grow the team.
“It was critical to find people who shared Perigon's core values of accountability, authenticity and positivity,” he said.
Mignosi joined Cresset in 2022, where he generated business through a digital advertising program and created a client retention initiative for the firm. Robbins entered the industry in 2003 as an executive director and senior advisor at Morgan Stanley before joining Edelman Financial Engines as CCO in December 2017. He joined LPL in 2022 as its advisory CCO.
“The RIA space has evolved greatly in the past five years, and I have been incredibly impressed with Perigon's rapid and steady growth,” Robbins said of the move.
San Francisco-based $8.2 billion firm Perigon was founded in 2004, with Ambriak becoming CEO in 2013. As of 2021, the firm has expanded its footprint into six key markets, including Atlanta, Chicago, Los Angeles, San Francisco, San Diego and New England.
In January, Constellation Wealth Capital, a new investment firm from former Emigrant Partners CEO Karl Heckenberg, took a minority stake in Perigon to drive organic and inorganic growth strategies. Commercial Investment Management divested itself of its minority investment in the firm.
Additions by Robbins and Mignosi follow David Scarpello, who joined Perigon as chief financial officer in October.
Scarpello joined Perigon from Pathstone, a private equity-backed firm focusing on very high net worth clients, where he led M&A and strategic financial planning efforts. He replaced Chuck Pinson-Rose as CFO of Perigon. He became the firm's managing director of finance and investments while devoting more time to his consulting work.
Additionally, Brian McGuinnigle joined Perigon as the new director of operations from the Mather Group. Debra Dunham also joined as director of transitions and integrations (she previously led integrations at Boston-based firm The Colony Group).
Perigon only completed its first acquisition in 2020, but has picked up the pace since then, including an acquisition deal $425 million Prudeo Partnersan eight-person team based in Pennsylvania and South Carolina. Perigon has completed four deals in 2024 so far.