Independent wealth management firm Perigon Wealth Management LLC has hired Jonathan Robbins as general counsel and chief compliance officer and Michael Mignosi as director of organic growth.
Robbins is a veteran of legal and compliance matters who most recently was a senior vice president and chief compliance officer for LPL Financial’s advisory businesses from 2022 to 2024. He will report to Arthur Ambarik, chief executive officer of Perigon.
Mignosi has a marketing background and was recently director of marketing at Cresset Partners from 2022 to 2024. In the newly created role, he will report to Maria Daley, Perigon’s head of adviser success and integration and help support and identify organic growth opportunities for the firm’s advisers.
“It was critical to find people who share Perigon’s core values of accountability, authenticity and positivity. Jonathan and Michael embody these characteristics, and we’re thrilled to have them both on board,” said Ambarik.
Robbins began his financial services career as an executive director and senior counsel at Morgan Stanley in San Francisco from 2003 to 2017 and was later chief compliance officer at Edelman Financial Engines from 2017 to 2022. He also worked as an attorney with the international law firms Wilson Sonsini Goodrich & Rosati and Patton Boggs LLP.
“The [registered investment adviser] space has developed a great deal in the past five years, and I’ve been incredibly impressed with the rapid and sustained growth of Perigon. But more impressive has been its dedication to delivering flexibility to its advisers and incredible service to clients,” said Robbins. “I look forward to working closely with Art and the entire executive team to build a legal and compliance program that will enable Perigon to achieve its goals.”
According to Perigon, Mignosi has more than a decade of experience developing and implementing strategies in wealth management, real estate, technology and branding. His work includes building brand presence, improving processes, and increasing engagement in both B2B and B2C channels. At Cresset, he generated new business through a digital advertising program and created a customer retention program that boosted revenue.
Perigon is an adviser-led firm that has added teams and offices across six major markets since December 2021. In July of this year, it announced the acquisition of Creative Financial Planning Inc. of New York. In March 2024, Perigon acquired Blue Water Capital Management LLC of New York and Lumin Financial LLC of Michigan.
In September 2022, the firm announced a merger with PM Wealth Management LLC, and formed a strategic alliance with Prager Metis CPAs LLC, a tax advisory firm. In November 2022, Perigon announced it acquired Nauset Wealth Management LLC, and expanded its Atlanta office.
Perigon Wealth Management is an independent RIA firm with more than $8.2 billion in client assets as of June 30, 2024.
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