Perigon welcomes former Merrill and BNY Mellon Private Wealth and Portfolio Manager Jeremy Kovacs to grow the firm’s business transition support.
Kovacs previously oversaw more than $300 Million in client assets.
SAN FRANCISCO, June 4, 2025 — Perigon Wealth Management, LLC (“Perigon”) has announced Jeremy Kovacs as their new Managing Director, Wealth Advisor. The independent wealth management firm is rapidly expanding and currently manages around $8.7 billion in client assets as of December 31, 2024.1 Kovacs, who brings with him over $300 million in client assets, will focus on strengthening Perigon’s presence in Orange County, California.
Throughout his 20-year career, Kovacs has worked with both high-net-worth and ultra-high-net-worth individuals, assisting them with business sales and other significant liquidity events. His expertise lies in middle-market support, and he has developed a multi-generational practice centered around wealth management and long-term financial planning.
Arthur Ambarik, CEO of Perigon, stated that Jeremy’s successful track record in the middle market business sector will greatly improve Perigon’s ability to serve this vital part of the economy. He added that in these uncertain financial times, Jeremy’s connections with industry leaders and his skills in addressing the complex needs of business owners and their families will be invaluable to Perigon.
Kovacs was a founding partner at Brunwin, Sierznat & Kovacs at Merrill Lynch Private Wealth, where he served as managing director and private wealth manager. Before Merrill Lynch, he held leadership roles at BNY Mellon Wealth Management. He began his career as an investment manager at Wells Fargo and is a Chartered Financial Analyst.
Kovacs commented that to best serve his clients in today’s changing business landscape, he realized that joining an independent Registered Investment Advisor (RIA) was the best path. He emphasized that he sought a firm that prioritized technology, operational capabilities, and a leadership team equally dedicated to client success, which he found at Perigon. He believes that Perigon’s team and platform are highly competitive within the industry.
Perigon, an advisor-led firm, has expanded its teams and offices across six major markets since December 2021. In January, Constellation Wealth Capital became a strategic investor in the firm. Perigon has been recognized as one of Financial Advisor Magazine’s Top 50 Fastest Growing RIAs and was included in the 2024 Forbes Top RIA list.2
About Perigon Wealth Management
Perigon Wealth Management, LLC, a registered investment advisor, is an independent RIA firm founded, owned, and managed by experienced financial advisors. The firm aims to provide clients with peace of mind through tailored financial plans designed to achieve their life goals. Perigon also offers financial advisors a flexible platform with various affiliation structures and business models, designed to foster business growth and streamline operations while maintaining independence. As of June 30, 2024, Perigon Wealth Management manages approximately $8.2 billion in client assets. For more information, visit .
Custody, clearing, and some brokerage services are provided by GSCS, an SEC-registered broker-dealer and member FINRA/MSRB/SIPC. Additional brokerage services offered by GSAS are provided by GS&Co., which is an SEC-registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC. Visit FINRA’s website to research GSCS and GS&Co. This material is not an offer, solicitation, or advice to buy or sell securities.
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1 Perigon offers investment advisory and related services nationwide and maintains all required registrations and licenses in the states where it operates. For more information, visit or the Security and Exchange Commission’s (“SEC’s”) website at and search using Perigon’s CRD# 131037.
2 More information about Financial Advisor Magazine’s Top 50 Fastest Growing RIAs can be found at , and Forbes’ Top RIA ranking methodology at .
SOURCE Perigon Wealth Management
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