Perigon Wealth Management is bringing on a new general counsel and chief compliance officer, as well as a new director of organic growth.
Jonathan Robbins will join Perigon to handle the counsel and CCO duties and will report to Perigon CEO Arthur Ambarik. Most recently, he was a 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 direct the firm’s organic growth, reporting to Head of Advisor Success and Integration Maria Daley. Most recently, Mignosi was a director of marketing at Cresset Partners.
Ambarik said the firm worked closely with private equity minority stakeholder Constellation Wealth Capital to “identify the right people” to grow the team.
“It was critical to find people who share 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 customer retention initiative for the firm. Robbins entered the industry in 2003 as an executive director and senior counsel 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 developed a great deal in the past five years, and I’ve been incredibly impressed with the rapid and sustained growth of Perigon,” Robbins said about the move.
The San Francisco-based $8.2 billion firm Perigon was founded in 2004, with Ambriak becoming CEO in 2013. Since 2021, the firm has expanded its footprint in six major 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 boost organic and inorganic growth strategies. Merchant Investment Management dropped its minority investment in the firm.
The additions of 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 ultra-high-net-worth clients, where he led M&A and strategic financial planning efforts. He replaced Chuck Pinson-Rose as Perigon’s CFO. He became the firm’s managing director of finance and investment while devoting more time to his advisory work.
Additionally, Brian McGuinnigle joined Perigon as its new director of operations from the Mather Group. Debra Dunham also joined as the director of transitions and integrations (she previously led integrations at the Boston-based firm The Colony Group).
Perigon only completed its first acquisition in 2020 but has picked up the pace since then, including a deal purchasing the $425 million Prudeo Partners, an eight-person team based in Pennsylvania and South Carolina. Perigon's completed four deals in 2024 so far.
