Jon S. Email
Managing Director of Digital Strategy @ Perigon Wealth Management, LLC
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Jon S. Location
- New York, NY, US
Jon S. Work
- Managing Director of Digital Strategy @ (February 2026 - Present)
- Director, Enterprise SaaS | Fidelity Labs @ (January 2024 - January 2026)
- Director, Enterprise SaaS | Catchlight.ai (built in Fidelity Labs) @ (January 2024 - January 2026)
- Director, Data and Analytics @ (January 2023 - January 2024)
- Digital Wealth Solutions | Robo-Advisory Platforms @ (January 2022 - January 2023)
- Managing Advisor @ ProFolio (January 2019 - January 2022)
- Digital Retirement Solutions | 401(k) Platform @ (January 2018 - January 2019)
- Financial Consultant | Private Client Group @ (January 2012 - January 2018)
- Senior Financial Consultant @ (January 2007 - January 2012)
Jon S. Education
- Queens College
Jon S. Summary
- Jon S., based in New York, NY, US, is currently a Managing Director of Digital Strategy at Perigon Wealth Management. Jon S. brings experience from previous roles at Catchlight, Fidelity Investments, Envestnet | Yodlee and SigFig. Jon S. holds a Queens College. Jon S. has 1 emails on RocketReach.
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