Perigon Wealth Management
Overview
Perigon Wealth Management is a registered investment advisory firm that provides wealth management, financial planning, and investment management services to individuals, families, and organizations.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| ZOE | Apr 2025 | Series B | Co-investor |
| Zoe Agent | Apr 2025 | Series B | Co-investor |
| Zoe Financial | Apr 2025 | Series B | Co-investor |
Key People
Eli Rauch
Managing Partner
Varun Sanon
Managing Director, Corporate Development
️Andrew Bellak
Partner Wealth Advisor
CFP® Bud Sturmak
Head of Impact Investing and Partner
CFP® Marc Specht
Partner Head Of Sports Entertainment
CRPS® Thomas Brown
Partner, Wealth Advisor
David Bauer
Partner
Doug Wheat
Partner, Wealth Advisor
Jason Condon
Partner Wealth Advisor
John Paganelli
Partner
Kenneth Quarnaccio
Wealth Advisor, Partner
Sandra K.
Partner Wealth Advisor
Stephen Swift
Partner and Wealth Advisor at Perigon Wealth Management, LLC, Partner and Wealth Advisor
Gregory W.
Senior Wealth Advisor ESG Impact Investing Strategy
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
