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Stephen Colavito News Today : Breaking News, Live Updates & Top Stories | Vimarsana

RIA Roundup: Hightower Adds CPA Firm in Latest Deal

Hightower has added a subsidiary tax practice, while no less than five other deals were announced this week and new execs were named.

United statesDistrict of columbiaNew yorkSan francisco bayBob orosLauren adamskiJeanie schwarzRoger ingwersenDan cherraLaurie ingwersenScott hansonLos angelesLas vegasNeuberger bermanRichard mullenKanye anderson rudnick

Perigon Wealth Management Acquires $330 Million Nauset Wealth Management in Connecticut

/PRNewswire/ Perigon Wealth Management ("Perigon" or "the firm") a rapidly growing independent wealth management firm with offices across the country and.

United statesStephen colavitoCourtney holtDonald cutlerPrager metisBeth bosworthDavid bauerTom tollesonMichael lombardoLorene yuePerigon wealth managementHaven tower groupNauset wealth managementCatalyst wealth managementNew atlanta officePerigon continues

Perigon Wealth Management Recruits More Than $750M in AUM

The additions of a Bay area advisor and Delaware-based Greenville Financial Group touted as a testament to Perigon’s support and flexibility.

United statesStephen sparoliniStephen colavitoJohnet taylorCourtney holtJeremy paulBeth bosworthGreenville financial groupPerigon wealth managementWest coastFisher investmentsSan francisco bayPerigon president jeremy

PERIGON WEALTH MANAGEMENT SUCCESSFULLY RECRUITS ADVISORS WITH OVER $750 MILLION IN ASSETS UNDER MANAGEMENT

/PRNewswire/ Perigon Wealth Management ("Perigon" or "the firm") – a rapidly growing independent wealth management firm with offices across the country and.

United statesSan franciscoStephen sparoliniJohnet taylorStephen colavitoCourtney holtDonald cutlerJeremy paulLorene yueGreenville financial groupPerigon wealth managementHaven tower groupTeam is continuation of firm growth trajectoryCalifornia wealth managerDelaware based teamGrowth trajectory

Perigon Wealth Management Recruits More Than $750M in AUM

The additions of a Bay area advisor and Delaware-based Greenville Financial Group touted as a testament to Perigon’s support and flexibility.

United statesStephen sparoliniStephen colavitoJohnet taylorCourtney holtJeremy paulBeth bosworthGreenville financial groupPerigon wealth managementWest coastFisher investmentsSan francisco bayPerigon president jeremy

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