Jon Seif

Managing Director of Digital Strategy at Perigon Wealth

Speaker

Jon Seif is Managing Director of Digital Strategy at Perigon Wealth Management, where he leads data, artificial intelligence, and technology implementation to drive scalable, data-driven growth — including building the in-house product and engineering team behind Perigon's proprietary growth operating system.

With nearly 20 years in financial services, Jon offers a rare "practitioner-to-innovator" perspective: having both grown a successful wealth management practice as an advisor and built and scaled innovative technology platforms at Betterment, Envestnet/Yodlee, and Catchlight (incubated within Fidelity Labs). He has advised many of the country's top RIAs on their growth strategies, giving him a firsthand view of what actually drives results.

Across his work, Jon translates complex technology into practical growth strategies that help wealth firms adapt to the digital age.