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FUNDRAISING NEWS | December 10, 2024

Perigon Adds $170M Florida Team from UBS

Tags: Personnel, Financial Advisor Move

Perigon Wealth Management has recruited a Florida-based former UBS team led by Robert Harrigan, adding $170M of client assets and further strengthening its presence in the Southeast.

The Harrigan Group consists of Harrigan and his son Evan and will be operating from Perigon’s Boca Raton, FL office. Robert was formerly SVP at UBS. Prior to that, he and his team also worked for Merrill Lynch.

San Francisco-based Perigon has added teams across six markets since December 2021 and in January 2024 took on Constellation Wealth Management as a strategic investor.

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Written By: Dakota

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