Perigon Wealth Management has hired Maria Daley, CFP, to the newly created position of head of advisor success and integration.
Daley will be responsible for ensuring advisors have access to Perigon’s resources and for adding support offerings to the firm’s platform. The wealth management firm has offices across the country and approximately $7.75 billion in client assets as of March 31.
Daley has more than 30 years of experience leading business development and relationship management teams. In her most recent position at Choreo, LLC, she served as chief growth officer and practice leader. Previously, she was senior director and national head of advisors with RSM US Wealth Management.
Perigon announced Constellation Wealth Capital as its minority investment partner in January.
