Perigon Wealth Management, a financial services firm based in San Francisco with $3.6 billion in client assets, is expanding its leadership team to accommodate the firm’s growth, the firm announced today.
Perigon's new senior leadership team additions include Stephen Colavito, chief investment officer; Courtney Holt, chief compliance officer and head of people; and Beth Bosworth, head of wealth planning. Colavito and Bosworth are financial advisors who previously served in executive positions at Lakeview Capital Partners.
Along with the new leadership positions, Perigon added two advisors in the Atlanta metro area, creating a team of five professionals in the Perigon Atlanta hub.
As part of the firm’s growth, Perigon also announced the acquisition of Matthai Capital Management, an independent RIA headquartered in Baltimore. Launched and led by George Matthai, the firm specializes in serving ultra-high-net-worth individuals and families across the country, supporting Perigon's continued expansion in the multifamily office segment going forward.