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Direct Investment  + Financial Advisory  + M&As  + Wealth Management  | 
Perigon Adds $1.3B NJ-Based Wealth, Asset Manager 

Perigon Adds $1.3B NJ-Based Wealth, Asset Manager 

Perigon Wealth Management, LLC has acquired Gitterman Wealth Management and Gitterman Asset Management. The Edison, New Jersey-based firms manage $1.3 billion in total client assets. The team of six wealth managers specialize in working with individual investors, as well as college and university professionals via the New Jersey Alternate Benefit Program (ABP) and the Public Employee Retirement System (PERS). Gitterman partners Jeffrey Gitterman and Eli Rauch will become managing directors at Perigon. 

“We are expanding thoughtfully, with the conviction that growth and principles go hand in hand,” said CEO Arthur Ambarik. “Jeff and Eli share this perspective, and I look forward to working with them to strengthen both our profession and the communities we serve.” 

Gitterman is a recognized leader in the climate-focused investing field with an emphasis on climate adaptation and resilience. He founded Gitterman Wealth Management in 2000 to provide wealth management services to high-net-worth individuals and higher education professionals. He is the co-founder of the firm’s suite of global climate-aware allocation strategies available to financial advisor firms and individual investors. 

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Inside The Story

Perigon Wealth ManagementGitterman Wealth Management

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.