Perigon Wealth Management, a San Francisco-based registered investment adviser with $8.2 billion in client assets, has expanded its leadership team with three hires as the firm prepares for continued growth through mergers and acquisitions.
David Scarpello is Perigon’s new CFO, replacing Chuck Pinson-Rose, who is moving to an investment adviser role within the firm. Scarpello was previously the CFO of Pathstone, a private-equity-backed family office and advisory firm for ultra-high-net-worth clients.
Brian McGunnigle, formerly at the retirement planning firm Mather Group, has joined Perigon as director of operations.
Debra Dunham, who managed integrations for The Colony Group, a Boston-based wealth management firm, has joined Perigon as its director of transitions and integrations and will report to Maria Daley, head of adviser success and integration.
Both McGunnigle and Dunham are starting new positions within Perigon, which plans continued strategic expansion of services and M&A activity.
Constellation Wealth Capital invested in Perigon earlier this year. In 2022, Perigon merged with PM Wealth Management LLC and acquired Connecticut-based Nauset Wealth Management for $330 million.