Arthur AmbarikChief Executive Officer at Perigon Wealth ManagementSpeaker
Profile
Arthur Ambarik, CFP® is Chief Executive Officer of Perigon Wealth Management. Since joining Perigon in 2013, the firm’s assets under management have grown to more than $8 billion from less than $150 million. He has been named to the Forbes Best in State Wealth Advisors for California in 2021, 2022 and 2023 and is a member of the Financial Advisor IQ Leadership Council. Perigon’s accolades include being named to the Financial Times Top 300 RIA, RIA Channel ® Top 50 Wealth Managers by Growth, Forbes Top 100 RIA, and USA Today Best Financial Advisory Firm 2023 lists. Most recently, Perigon ranked 9th on Financial Advisor Magazine’s Fastest-Growing RIA list for 2023.
Arthur holds a B.A. in Economics from Williams College.
Agenda Sessions
Evolving Expectations: Meeting the Growing Needs of UHNW Clients
, 11:20amView Session