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Perigon Wealth Management Welcomes David Scarpello As Chief Financial Officer and Adds Two New Management Positions

PRIVATEOct 04, 2024•over 1 year ago

Position

Director

Company

Perigon Wealth Management

Brian McGunnigle

Description

Perigon Wealth Management, LLC has appointed David Scarpello as the new Chief Financial Officer, replacing Chuck Pinson-Rose, who will be working on special projects as the Managing Director, Finance and Investment. Additionally, the firm has added Brian McGunnigle as the Director of Operations and Debra Dunham as the Director of Transitions and Integrations to support its strategic expansion and M&A activity.

Company Information

Company

Perigon Wealth Management

About

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. For more information, please visit https://perigonwealth.com/.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.