Perigon Wealth Management announced Robert Harrigan and his son, Evan Harrigan, joined its Boca Raton, Florida, office from UBS where they oversaw $170 million in total client assets. The recruitment expands San Francisco-based Perigon’s Florida presence.
“The fragmentation of the wealth management industry provides advisors with so many affiliation options but few that provide the flexibility and support that are the backbone of Perigon’s offering,” said Arthur Ambarik, Perigon’s CEO. “As we continue to expand our team, we aim to bring aboard experienced advisors like Robert who will enhance the services Perigon provides and benefit from the technology, business development and personalized support we offer.”
Robert Harrigan’s over 40 years of experience includes 12 years as a Senior Vice President, Private Wealth Advisor at UBS. Prior to UBS, he held various roles, including Senior Vice President, Private Wealth Advisor at Merrill Lynch and Chief Investment Officer of the Chase Manhattan Global Private Bank.
Robert Harrigan added, “Every day, I work with my clients to help them build a legacy. When I started thinking about mine, I knew I needed a different kind of partner. I am excited to join Perigon and access the tools and solutions that will allow me to strengthen and build client relationships while building a lasting legacy for my family.”
In November, Perigon hired Jonathan Robbins as General Counsel and Chief Compliance Officer, and Michael Mignosi in the newly created role of Director of Organic Growth. In January, Constellation Wealth Capital took a minority stake in Perigon. The firm held $8.2 billion in client assets as of June 30.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
