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About
Cory Harm is a Trader at Perigon Wealth Management, LLC, based in Sioux Falls, SD. In this role, he manages trade execution, reconciliation, and platform operations across client portfolios, supporting the firm’s investment management strategies. Cory plays a key part in ensuring efficient transactions and operational accuracy for clients at the firm.
His expertise encompasses overseeing trade operations in equities, fixed income, and multi-asset portfolios, with a focus on servicing individual investors, business owners, and families. Perigon Wealth Management specializes in personalized wealth management and investment solutions, and Cory’s work directly supports these offerings for both high-net-worth individuals and organizational clients.
Prior to joining Perigon Wealth Management, Cory was a business owner at Arete Wellness and served as Chief Financial Officer at Emma Harm Ink, gaining valuable experience in corporate financial management and entrepreneurship. He holds a Bachelor of Applied Science in Political Science and Government from Wayne State College, which underpins his analytical and decision-making capabilities in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Perigon Wealth Management, LLC | Trader | May 2025 to Present | — |
| Arete Wellness | Business Owner | Apr 2019 to Present | Handle all cash flow analysis for business Accounting, taxes Handled all social media Handled client acquisition and retention Kept business in compliance with all state/federal regulations to ensure ... |
| Emma Harm Ink | Chief Financial Officer | Apr 2018 to Present | Handled all of the cash flow analysis, including book keeping, taxes, etc for business from creation to present day Handled client acquisition, client retention Forecasted the organization’s financial... |
| Orion | Trading Product Specialist | Aug 2022 to May 2025 | •Provide rapid diagnosis of and response to real-time requests associated with trading connected to clients tied to Orion’s straight-thru processing mechanism platform Financial Information Exchange (... |
| Science Nutrition | Retail Sales Manager | May 2017 to Oct 2018 | • $650,000 in product • Handled store Managed day-to-day operations for store • Sold over ordering, inventory, payroll duties • Created schedule for employees • Created processes for store expansion i... |
| NorthStar Financial Services Group, LLC | Product Trading Specialist | Jan 2017 to Mar 2017 | • Provided industry-leading service with quality risk management controls • Managed and oversaw the trade flow process by the processing of all trading, cash, and allocation work for mutual funds, equ... |
| Diversified Insurance Services | Insurance agent | Sep 2013 to Jun 2015 | — |
| Northstar Adaptive Services | Direct Support Staff | Sep 2010 to Feb 2013 | Full-time position where I: •Supported and fostered growth and rehabilitation for six men with mental & physical disabilities in a residential setting •Helped develop clients daily living skills such ... |
| Wayne Community Activity Center | Wayne Community Activity Center | Aug 2008 to Aug 2010 | Desk Worker, Football Coach, Basketball Coach •Assisted activity center members with any questions or concerns involved with exercise or exercise equipment •Ensured facilities and equipment were ready... |
Education
Wayne State College
Bachelor of Applied Science (BASc), Political Science and Government
2008 — 2012
Skills & Expertise
Others at Perigon Wealth Management, LLC (9)
| Name | Role | Location |
|---|---|---|
 | Trader | New York, NY , United States |
 | Partner | New York, NY , United States |
S Scott Elisha | Chief Options Strategist and Portfolio Manager | CA , United States |
 | Vice President- Investments | Boca Raton, FL , United States |
 | Trader | United States |
 | Partner | Syracuse, NY , United States |
 | Head of Portfolio Management and Trading and Investment Solutions | CA , United States |
P Philip Hart | President and Chief Investment Officer | San Francisco, CA , United States |
 | Chief Investment Officer | Chicago, IL , United States |
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 | Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |
J Joel Newman | Trader | Fort Point Capital Partners LLC | New York, NY , United States |
 | Managing Partner | Fort Point Capital Partners LLC | San Francisco, CA , United States |
