Perigon Wealth Management, a California-based RIA, has enhanced its relationship with Goldman Sachs by engaging Goldman Sachs Custody Solutions. Perigon has an existing relationship with the firm through Goldman Sachs Asset Management.
“As we continue to grow and attract elite advisors from across the wealth management landscape, it’s critical that we continuously improve our services and solutions that enable our advisors to serve their clients’ needs,” Perigon CEO Arthur Ambarik said. “We are excited to expand our relationship with Goldman Sachs through the engagement of Goldman Sachs Custody Solutions. Our advisors will have access to more investment options to support their clients’ needs and interests.”
Bill Dalton, Head of RIA Custody Sales at Goldman Sachs, said, “We are proud to support Perigon, one of the fastest growing RIAs in the country, by providing their advisors access to Goldman Sachs’ industry-leading solutions and capabilities through our holistic approach to serving RIAs.”
Perigon is an advisor-led independent RIA firm with $8.7 billion in client assets as of Dec. 31. In December, Perigon recruited Robert and Evan Harrigan from UBS. In November, the firm hired Jonathan Robbins as General Counsel and Chief Compliance Officer, and Michael Mignosi in the newly created role of Director of Organic Growth. In October, it hired David Scarpello as Chief Financial Officer, Brian McGunnigle as Director of Operations and Debra Dunham as Director of Transitions and Integrations.
Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com.
