Perigon

Tris Pharma Partners with Perigon Pharmacy 360 to Enhance Access to DYANAVEL® XR Tablets for the Treatment of Attention Deficit Hyperactivity Disorder

Retrieved on: 
Monday, October 30, 2023
Research, Mental Health, Neurology, FDA, Clinical Trials, Biotechnology, General Health, Pharmaceutical, Health, Science, Ketan, Patient, Pharmacy, Ageing, Amphetamine, Theft, Physician, Pharma, Environment, Caregiver, Perigon, Partnership, XR, DSM-IV codes, Pain, Attention deficit hyperactivity disorder, Death, ADHD, Addiction, CII, Pharmaceutical industry, Tris

Tris Pharma, Inc. (Tris), a commercial-stage biopharmaceutical company focused on attention deficit hyperactivity disorder (ADHD), pain, addiction and neurological disorders, today announced a new partnership with Perigon Pharmacy 360, a full-service, specialty digital pharmacy, to enhance accessibility, affordability and adherence for patients treating symptoms of ADHD with Tris’ DYANAVEL® XR (amphetamine) extended-release tablets.

Key Points: 
  • Tris Pharma, Inc. (Tris), a commercial-stage biopharmaceutical company focused on attention deficit hyperactivity disorder (ADHD), pain, addiction and neurological disorders, today announced a new partnership with Perigon Pharmacy 360, a full-service, specialty digital pharmacy, to enhance accessibility, affordability and adherence for patients treating symptoms of ADHD with Tris’ DYANAVEL® XR (amphetamine) extended-release tablets.
  • The program is available across the United States, enabling nationwide access to DYANAVEL XR extended-release tablets.
  • Patients and physicians wishing to access the DYANAVEL Delivered program can learn more at www.dyanavel.com/delivered .
  • The DYANAVEL Delivered program is designed to help eliminate bottlenecks by delivering DYANAVEL XR extended-release tablets directly to patients and caregivers.

Perigon Wealth Management Names Rafia Hasan, CFA, CFP® As Chief Investment Officer

Retrieved on: 
Tuesday, July 11, 2023
McCombs School of Business, University, Moses Austin, CFA, Dimensional Fund Advisors, RIA, Business, Wellesley College, MBA, Economics, Perigon, Credit Suisse, SAN, CIO, Citibank, RIAS, Management, Financial adviser

SAN FRANCISCO, July 11, 2023 /PRNewswire/ -- Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $5.6 billion in client assets as of May 31, 2023, today announced the appointment of Rafia Hasan, CFA, CFP® as Chief Investment Officer to support its national growth strategy. Hasan will leverage her extensive industry experience and innovative approach to enhance Perigon's robust and expanding investment strategy.

Key Points: 
  • SAN FRANCISCO, July 11, 2023 /PRNewswire/ -- Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $5.6 billion in client assets as of May 31, 2023, today announced the appointment of Rafia Hasan, CFA, CFP® as Chief Investment Officer to support its national growth strategy.
  • Arthur Ambarik, CEO of Perigon Wealth Management, said, "Rafia's years of diversified industry experience and exposure to rapidly growing RIAs brings an incredible perspective and strategic approach to our team.
  • Her unique background of institutional and advisory investment leadership will enable Perigon to implement our vision of building a scalable investment platform that provides a custom investing experience for our advisors and clients.
  • Hasan was most recently the Chief Investment Officer of Wipfli Financial Advisors, an RIA firm with $5.5.

Perigon Wealth Management Acquires Stakeholders Capital, Facilitates Cognizant Wealth Advisors Affiliation Representing a Combined $245 Million AUM

Retrieved on: 
Thursday, March 30, 2023
Cognizant, RIA, Wall Street, Perigon, Lake Mainit Development Alliance, San Francisco Bay Area, Goldman Sachs, AUM, Forbes Top 40, Investment, SAN, Growth, ESG, Sheetal, Hewlett-Packard, Family, Financial adviser

SAN FRANCISCO, March 30, 2023 /PRNewswire/ -- Perigon Wealth Management LLC ("Perigon" or "the firm") — a rapidly growing independent wealth management firm with offices across the country and approximately $4.8 billion in client assets as of Feb. 28, 2023 — today announced it has acquired Stakeholders Capital with $145 million in assets under management (AUM). Additionally, the firm announced Sheetal Bagde of Cognizant Wealth Advisors, with $100 million in AUM, has affiliated with Perigon.

Key Points: 
  • Additionally, the firm announced Sheetal Bagde of Cognizant Wealth Advisors, with $100 million in AUM, has affiliated with Perigon.
  • Stakeholders Capital is an Amherst, Massachusetts-based wealth management firm run by former Wall Street options trader Andrew Bellak with an additional office in Santa Monica, California, headed by Gregory Wendt, CFP®.
  • Ms. Bagde is a wealth advisor at Palo Alto, California-based Cognizant, an independent financial planning firm.
  • In November of that year, Perigon announced it acquired Nauset Wealth Management, also and expanded its Atlanta office.

Spencer Health Solutions and Perigon Pharmacy 360 Announce Collaboration to Bring Innovative, In-Home Engagement Technology to High-Touch Pharmacy Care

Retrieved on: 
Tuesday, February 7, 2023
Nursing, Data Management, Practice Management, Medical Supplies, FDA, Technology, Managed Care, General Health, Telemedicine, Virtual Medicine, Other Health, Mobile, Wireless, Pharmaceutical, Mental Health, Medical Devices, Health Technology, Consulting, Professional Services, Software, Health, Hardware, Caregiver, Pharmacy, Internet, Patient, Digital technology, Behavior, Partnership, Multimedia, SHS, Wi-Fi, Medicine, Medical device, Perigon

Spencer Health Solutions, Inc. (SHS) announced today that it has signed a collaboration agreement with Perigon Pharmacy 360 (Perigon).

Key Points: 
  • Spencer Health Solutions, Inc. (SHS) announced today that it has signed a collaboration agreement with Perigon Pharmacy 360 (Perigon).
  • View the full release here: https://www.businesswire.com/news/home/20230206005543/en/
    Spencer Health Solutions and Perigon Pharmacy 360 Announce Collaboration to Bring Innovative, In-home Engagement Technology to High-Touch Pharmacy Care (Photo: Business Wire)
    “From the very beginning, partnering with Perigon 360 felt like a natural extension to support our ongoing in-home digital adherence and patient engagement programs.,” said Tom Rhoads, founder and chief executive officer of Spencer Health Solutions.
  • Perigon will begin collaborating with SHS on pharmaceutical programs to make the spencer SmartHub™ available to patients this month.
  • For example, patients enrolled in the spencer program exhibit 97% daily medication adherence across a variety of diseases and medications.

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

Retrieved on: 
Tuesday, November 29, 2022
Marketing, Perigon, SAN, Partner, RIA, AUM, CFP, Courtney, Nauset, Wealth management, Growth, Financial adviser

SAN FRANCISCO, Nov. 29, 2022 /PRNewswire/ -- Perigon Wealth Management ("Perigon" or "the firm") — a rapidly growing independent wealth management firm with offices across the country and more than $4 billion in client assets — today announced it has acquired Nauset Wealth Management LLC ("Nauset") of Westport, Connecticut, and also recruited Tom Tolleson to join its new Atlanta office.

Key Points: 
  • SAN FRANCISCO, Nov. 29, 2022 /PRNewswire/ --Perigon Wealth Management ("Perigon" or "the firm") a rapidly growing independent wealth management firm with offices across the country and more than $4 billion in client assets today announced it has acquired Nauset Wealth Management LLC ("Nauset") of Westport, Connecticut, and also recruited Tom Tolleson to join its new Atlanta office.
  • Nauset is a four-person Registered Investment Advisor (RIA) with $330 million in assets under management (AUM) and a focus on financial planning and portfolio management.
  • Mr. Lombardo and David Bauer, who also services clients as a financial advisor, will both join the firm as Partners and Wealth Advisors.
  • In September, the firm announced a merger with PM Wealth Management and formed a strategic alliance with Prager Metis tax advisory firm.

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

Retrieved on: 
Tuesday, May 24, 2022
People, San Francisco, Culture, Solution, Art, Growth, LLC, RIA, Practice management, Technology, Financial services, Management, Financial adviser, Perigon

SAN FRANCISCO, May 24, 2022 /PRNewswire/ -- Perigon Wealth Management ("Perigon" or "the firm") – a rapidly growing independent wealth management firm with offices across the country and more than $3 billion in client assets – today announced it added veteran investment advisor Stephen Sparolini and recruited Greenville Financial Group (GFG). 

Key Points: 
  • Based in Wilmington, Delaware and founded in January 2000, Greenville Financial Group is a wealth management firm with $200 million in assets under management.
  • Founder John E. T. Taylor and his team of four advisors and one office manager will now serve their clients as Perigon Wealth Management.
  • 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.

Perigon Wealth Management Announces Significant Leadership Team Expansion to Align with Continued Robust Growth in RIA Acquisitions and Recruiting

Retrieved on: 
Thursday, March 3, 2022
People, Leadership, Practice management, Industry, W2, LLC, Solution, Growth, SAN, Acquisition, CEO, Trustee, RIA, UHNW, Courtney, Partnership, Creativity, Financial adviser, Management, Perigon, Atlanta

SAN FRANCISCO, March 3, 2022 /PRNewswire/ -- Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and $3.6 billion in client assets, today announced a significant expansion of its executive leadership team to align with its ongoing robust growth through both acquisitions of independent RIA firms as well as recruiting of successful and experienced financial advisors.

Key Points: 
  • SAN FRANCISCO, March 3, 2022 /PRNewswire/ -- Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and $3.6 billion in client assets, today announced a significant expansion of its executive leadership team to align with its ongoing robust growth through both acquisitions of independent RIA firms as well as recruiting of successful and experienced financial advisors.
  • Arthur Ambarik, CEO of Perigon Wealth Management, said, "We're excited to kick off 2022 with a significant expansion of our senior leadership team that brings together some of the most talented people in the wealth management space.
  • In a related move, Perigon also announced the acquisition of Matthai Capital Management, an independent RIA headquartered in Baltimore.
  • Perigon's innovative technology, impressive practice management tools and robust asset management solutions were exactly what we were looking for.

Perigon Health 360 Partners with Seqster to deliver Patient-Centric Recruitment, Engagement, and Medication Adherence

Retrieved on: 
Tuesday, August 3, 2021
Health sciences, Health, Pharmacy, Perigon, Caregiver, Adherence

In addition, it will allow patients and their caregivers to access vital medication regimen information to help support adherence, reducing the caregiver burden.

Key Points: 
  • In addition, it will allow patients and their caregivers to access vital medication regimen information to help support adherence, reducing the caregiver burden.
  • We will now have access to real-time, disparate digital health data in one central location," stated Ted Mills, CEO of Perigon Health 360.
  • Through Perigon's Medesto platform, Perigon Health 360 further supports the Precision Digital Pharmacy model with our own specialty and traditional care pharmacy, Perigon Pharmacy 360.
  • For more information on Perigon Health 360, visit our website at perigonhealth.org
    View original content to download multimedia: https://www.prnewswire.com/news-releases/perigon-health-360-partners-wit...

Jeremy Paul, President, Perigon Wealth Management Named as Top Advisor by Barron's and Forbes

Retrieved on: 
Monday, April 26, 2021
Finance, Money, Perigon, Wealth management, Economy

"Thoughtful wealth management and financial planning are so important in these difficult and uncertain times.

Key Points: 
  • "Thoughtful wealth management and financial planning are so important in these difficult and uncertain times.
  • "\nWith national offices and a growing team of 50, Perigon is headquartered in San Francisco.
  • Jeremy added "the acknowledgments importantly reflect the strength of all of our partners and team members at Perigon.
  • Investment performance is not a criterion.\nPerigon Wealth Management is a San Francisco based SEC registered RIA.

NATPE Selects Perigon for NATPE Virtual, a Best-in-Class Digital Experience for the Global Commerce of Content

Retrieved on: 
Tuesday, July 7, 2020
National Association of Television Program Executives, Perigon

NATPE VIRTUAL ( natpe.com/virtual ) guides buyers through the content-licensing journey, from discovery, to screening, to signing terms all digitally.

Key Points: 
  • NATPE VIRTUAL ( natpe.com/virtual ) guides buyers through the content-licensing journey, from discovery, to screening, to signing terms all digitally.
  • Its first event on NATPE VIRTUAL kicks off on Wednesday, July 8, with "Defining the New Normal for Theatrical Releases: Opportunities for Studios and Platforms."
  • "Joining NATPE Virtual expands Perigon's profile in the entertainment industry," says Petro Tsarehardsky, VP of sales and marketing for Perigon.
  • Perigon powered Deadline's The Contenders' first-ever virtual showcase on June 20, marking the launch of the entertainment industry's awards season.