What Happened?
San Francisco, CA-based Perigon-Wealth Appointed Courtney Holt as Head of People
About the Company
Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With over $3 billion in client assets, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence.
About the Person
Courtney Holt is Head of People at Perigon Wealth. Previously, Courtney held various senior HR leadership roles in the industry.
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