New York, NY Penn Plaza Office

Thomas Haggerty is an investment advisor representative with Perigon Wealth Management, LLC and Purshe Kaplan Sterling Investment, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include positions at Guardian Life, LPL Financial, and Private Advisor Group. Outside of his advisory duties, he serves as a board member for a residential apartment complex in Woodside, NY. 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 and acts as both sponsor and overseer of wrap-fee programs and sub-advisor relationships.

Steven Topal is a financial advisor at Perigon Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Perigon since 2022. In addition to his advisory role, he is a partner at Prager Metis CPAs, LLC, an accounting firm, and serves as a board member and officer of MJHS Health System Inc., as well as chairman of the board at Menorah Nursing Home. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm specializes in individualized portfolio construction and acts as sponsor and overseer of wrap-fee programs, serving banking and thrift institutions among its diverse client base.

Shelley Martin is a financial advisor with Perigon Wealth Management, LLC in New York, NY, holding a Series 63 designation and bringing 23 years of industry experience. Her prior roles include positions at PM Wealth Management, LLC, Private Advisor Group, LLC, LPL Financial, LLC, and Prager Metis CPAs, LLC. Outside of advising, she is involved in tax preparation and is a member of Sleo's Girls, LLC, a partnership overseeing tent properties in Georgia. 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, and charitable organizations. The firm emphasizes individualized portfolio construction and serves a notable segment of banking and thrift institutions while managing wrap-fee programs and overseeing independent managers.

Marc Specht is a financial advisor with Perigon Wealth Management, LLC in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms including Purshe Kaplan Sterling Investments, Inc., Midtown Wealth Management, LPL Financial, and Private Advisor Group. In addition to his advisory role, Mr. Specht is a licensed insurance agent and owner of PM Risk Management, an insurance sales business. 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, ongoing monitoring, and serves as both sponsor and overseer of wrap-fee programs and sub-advisor relationships.

Gabe Wolosky is a financial advisor at Perigon Wealth Management, LLC with four years of industry experience. He holds the PFS™ designation and has previously worked at PM Wealth Management, LLC. Outside of his advisory role, Wolosky is a partner at Prager Metis CPAs, LLC, an accounting firm, serves as an attorney providing legal consulting services, and is a board member for two music publishing companies, Franco-London Music Publishing, Corp. and Plaza Sweet Music, 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 investment management while retaining oversight and regularly reviewing accounts.

Nolan Cooney is a financial advisor at Perigon Wealth Management, LLC in New York, NY, holding a Series 65 designation. He joined the firm in 2025 and has prior experience with several NFL teams and at Syracuse University. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm employs a flexible investment approach, often using sub-advisors or turnkey asset management programs, and maintains formal account reviews with ongoing oversight.