New York, NY Penn Plaza Office

Thomas Haggerty is a financial advisor with Perigon Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investment and LPL Financial. Outside of his advisory role, he serves as a notary public in New York State and participates in focus groups related to market research. Perigon Wealth Management offers customized investment advisory and wealth management services to a diverse range of clients, including individuals, high-net-worth clients, trusts, estates, businesses, and banking institutions. The firm emphasizes individualized portfolio construction with ongoing monitoring and acts as both sponsor and overseer of its wrap programs and sub-advisor relationships.

Steven Topal is a financial advisor at Perigon Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Perigon since 2022. Prior to this, he was with PM Wealth Management, LLC for one year and has been a partner at Prager Metis CPAs, LLC, an accounting firm, since 2009. Outside of his advisory work, he serves as a board member and officer for MJHS Health System Inc., a healthcare charitable organization, and is chairman of the board at Menorah Nursing Home. 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 conducting formal reviews at least annually.

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 15 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Midtown Wealth Management, LPL Financial, and Private Advisor Group. Outside of his advisory work, he 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 individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm offers a wrap-fee program and may implement client portfolios through sub-advisors or turnkey asset management programs, with ongoing portfolio monitoring and formal annual reviews.

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.

Edmond Sukalic is a financial advisor with Perigon Wealth Management, LLC, holding Series 65 and Series 63 licenses and seven years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investment, Dinami Partners, Inc., and LPL Financial, among others. Outside of advisory services, he serves as a tax supervisor at Dinami Partners, providing tax preparation and accounting services. 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 focuses on individualized portfolio construction and oversight of wrap-fee programs and independent managers, distinguishing itself by explicitly servicing banking and thrift institutions.

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.