Perigon Wealth Appoints Pair to Drive Systematic Organic Growth
Perigon Wealth Management LLC, an independent wealth management firm overseeing approximately $11.2 billion in client assets as of Dec. 31, 2025, has announced two leadership hires to bolster its internal growth infrastructure.
The registered investment adviser has appointed Jon Seif as managing director of digital strategy and Luke Samuels as senior director of business development. These appointments represent a shift in Perigon’s strategy from individually driven growth to a more systematic, scalable model, according to the firm.
According to Perigon, its organic growth strategy aims to integrate digital strategy, marketing, business development, and AI-enabled insights into a unified platform. By owning its proprietary technology and growth infrastructure, the firm intends to deliver personalized support to its advisers while allocating capital based on measurable returns.
“To take full advantage of our significant M&A activity over the past several years, Perigon identified developing a meaningful, internal and wholly controlled organic growth platform as a key strategic priority,” said Arthur Ambarik, chief executive officer of Perigon. “We are building infrastructure that gives us full visibility from prospect to revenue, strengthens accountability and equips our advisers with scalable tools tailored to their client segments.”
Seif will report directly to Ambarik and lead the firm’s data, AI, and technology implementation. With nearly 20 years of experience, he previously held leadership roles at Betterment, Envestnet/Yodlee, and Catchlight (Fidelity Labs).
Samuels joins the organic growth team to bridge digital marketing strategy with operations. He will manage lead generation and conversion programs, drawing on his past experience with Wealth Enhancement Group, Empower, and Personal Capital.
The new leadership team is focused on creating a “scalable, adviser-centric growth engine” that deepens client relationships and expands wallet share through data-driven optimization.
“Our focus goes beyond generating leads in order to help the right clients find the right advisers,” added Michael Mignosi, senior director of organic growth at Perigon.
Perigon has been overtly focused on expansion for some time. Last fall, it acquired Gitterman Wealth Management and Gitterman Asset Management. The firms, based in Edison, N.J., managed $1.3 billion in total client assets at the time. Also, in April 2025, Perigon reported that four of its advisers had earned ownership stakes in the company.
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