You're signed outSign in or to get full access.
About
John A. Paganelli is a Partner at Perigon Wealth Management, LLC in Syracuse, NY, where he joined in March 2024 and plays a key role in overseeing financial advisory services and supporting business administration and operations within the firm. His responsibilities include advising clients on investment management, portfolio construction, and retirement plan solutions, drawing on his extensive experience in financial operations and strategic planning.
Prior to Perigon, John served as Partner, Chief Operating Officer, and Chief Financial Officer of Blue Water Capital Management from 2007 to 2024, focusing on portfolio management for financial advisors, retirement plans for employers, and financial planning for individual investors. Earlier in his career, he was Vice President of Operations and Finance at Portfolio Consulting Group, Inc., where he managed operations and investment processes.
John holds a BS in Finance from Rochester Institute of Technology and is recognized for his expertise in investment management, retirement planning, and financial operations. His professional focus spans retirement plans, portfolio management, and individual financial planning, especially in the Northeastern United States. Through his roles, he has contributed to industry growth and the successful integration of financial advisory practices during major firm acquisitions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Perigon Wealth Management, LLC | Partner | Mar 2024 to Present | — |
| Blue Water Capital Mgmt | Partner, COO, CFO | Mar 2007 to May 2024 | Responsible for overseeing the operations, research and business functions of Blue Water Capital Management, an SEC Registered Investment Adviser. Blue Water provides investment management solutions ... |
| Portfolio Consulting Group, Inc. | Vice President of Operations and Finance | Jan 2003 to Jan 2007 | In charge of all operational, finance and business administration functions for SEC Registered Investment Adviser. Served on the firm’s Investment Committee. |
| Berger Financial Group | VP and Treasurer | Jan 1996 to Jan 2003 | Responsible for the fund accounting operations and financial reporting for Berger Financial Group's 20 mutual funds and 75 institutional accounts. Berger Financial Group was the investment adviser to... |
| Palmeri Fund Administrators | Accounting Manager | Jan 1991 to Jan 1996 | Investment accounting and tax, SEC and shareholder reporting for private equity/venture capital funds. |
Education
Rochester Institute of Technology
BS Finance, Finance
1985 — 1990
Williamsville East HS
1981 — 1985
Skills & Expertise
Others at Perigon Wealth Management, LLC (9)
| Name | Role | Location |
|---|---|---|
| Trader | New York, NY , United States | |
| Trader | Tea, SD , 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 | |
| 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 |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Associate | Intellectus Partners, LLC | CA , United States | |
A Anton Perminov | Research Analyst | Intellectus Partners, LLC | San Francisco, CA , United States |
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| 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 |