Perigon Wealth Management, LLC

Willis Dobbs is a CFA® charterholder and holds a Series 66 license, with 15 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2021 and previously held positions at Lakeview Capital Partners, LLC, Alston Capital Advisors, LLC, and Willis Dobbs & Co, Inc. In addition to his advisory work, he is an independent insurance agent specializing in accident, sickness, and life insurance. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often employing independent managers or turnkey asset management programs while maintaining oversight and due diligence.

Christina Amor is a financial advisor at Perigon Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley, Shipt, Inc., TD Ameritrade, and Scottrade prior to joining Perigon in 2021. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm focuses on individualized portfolio construction aligned with clients’ goals and risk tolerance, and it offers discretionary portfolio management along with oversight of sub-advisors and wrap-fee programs.

Andrew Bellak is a Series 65 licensed financial advisor with 18 years of industry experience. He is currently with Perigon Wealth Management, LLC and has previously worked at Stakeholders Capital, Inc. and Team Wealth Planning and Management, Inc. Bellak serves on several nonprofit boards and committees, including as an advisory board member of Elateq, LLC, and as a volunteer managing endowments for organizations such as First Congregational Church UCC Amherst and Common Good, LLC. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing oversight of sub-advisors and wrap-fee programs, with a notable focus on serving banking and thrift institutions.

Edgar Salinas is a CFP® with 14 years of experience in the financial industry. He is currently with Perigon Wealth Management, LLC and has been involved with Fair Capital, Inc., a financial software development company, since 2018. Prior to that, he worked at EHS Software. Perigon Wealth Management offers customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction aligned with clients' goals and risk tolerance, and is notable for its servicing of banking and thrift institutions, as well as its management of wrap and sub-advisor programs.

Christie Baker is a CFP® and PFS™ with 28 years of industry experience, currently serving as a financial advisor at Perigon Wealth Management, LLC since 2021. Prior to joining Perigon, she spent 10 years at Baker & Associates. In addition to her advisory role, she works as an independent insurance agent specializing in accident, health, and life insurance. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a client-focused approach, developing portfolios based on objectives and risk tolerance, and may utilize sub-advisors or turnkey asset management programs to implement investment strategies.

Trevin Epps is a financial advisor at Perigon Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth Advisors, Inc. and First Allied Advisory Services, Inc. Outside of his advisory role, Mr. Epps serves as a board member of the Children’s Dental Health Association, a charitable organization providing dental care to underserved children in San Diego, and is a partner in a professional group purchasing organization serving dentists. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to clients’ objectives and risk tolerance, utilizing independent managers or turnkey asset management programs when appropriate, with ongoing account monitoring and formal annual reviews.

Alexandra Quitko is a financial advisor at Perigon Wealth Management, LLC with nine years of industry experience. She holds the Series 66 designation and has worked at firms including J.P. Morgan Securities, Geller Advisors, Omnia Family Wealth, and Purshe Kaplan Sterling Investments. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day investment management to independent managers while maintaining oversight.

Clay Kinnard is a financial advisor with Perigon Wealth Management, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Greenville Financial Group, Sagepoint Financial, and Securian Financial Services. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm builds portfolios tailored to client objectives and risk tolerance, regularly monitoring accounts and often delegating investment management to independent managers or turnkey asset management programs.

Ronald Ophetveld is a financial advisor at Perigon Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Seaside Advisory Services, Inc. for nine years. Outside of advisory work, he provides part-time Chief Financial Officer services to various companies. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and conducting regular reviews.

Kenneth Quarnaccio is a financial advisor at Perigon Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, and Triad Advisors Inc. In addition to his advisory role, he is involved in insurance sales through Simplicity Group. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing oversight of sub-advisors and wrap-fee programs.

Arthur Green is a CFP® with 18 years of industry experience, currently serving as an advisor at Perigon Wealth Management, LLC in Los Altos, CA. He has worked at Cognizant Wealth Advisors, LLC since 2012, including its transition into Perigon Wealth Management. Green serves on the investment committee of the Los Altos Mountain View Community Foundation, providing investment policy advice. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, trusts, businesses, charitable organizations, and banking institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular account reviews.

Jeffrey Gitterman is a financial advisor with Perigon Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Vanderbilt Securities, LLC, Gitterman Wealth Management, LLC, Triad Advisors, Inc., Beyond Success Consulting, and Voya Financial Partners, LLC. He serves on the board of the Children's Health Institute, advising on fundraising for nonprofit research. Perigon Wealth Management offers customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and ongoing monitoring, with a notable role in sponsoring and managing wrap programs and servicing banking and thrift institutions.

Gregory Wendt is a CFP® with 25 years of experience in financial advisory. He is currently with Perigon Wealth Management, LLC, having previously worked at Stakeholders Capital, Inc. Outside of advisory work, he is involved in multiple nonprofit organizations focused on the green economy and serves as an outside strategic advisor for philanthropic and impact investing initiatives. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers discretionary portfolio management and oversight of sub-advisors and wrap-fee programs, with a focus on individualized portfolio construction and institutional client relationships.

William Rackley is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Perigon Wealth Management, LLC since 2018 and previously spent nine years at Integral Investment Advisors, Inc. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to client objectives and risk tolerance, often delegating day-to-day management to independent managers while maintaining oversight and accepting proxy-voting responsibility.

Daniel Mcauliffe is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Perigon Wealth Management, LLC in San Francisco since 2013. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to each client's objectives and risk tolerance, often delegating day-to-day management to independent managers while retaining oversight and due diligence.