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John Paganelli

John Paganelli

Partner at Perigon Wealth Management, LLC

Syracuse, NY , United States

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

OrganizationRoleDate RangeDetails
Perigon Wealth Management, LLCPartnerMar 2024 to Present
Blue Water Capital MgmtPartner, COO, CFOMar 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 FinanceJan 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 GroupVP and TreasurerJan 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 AdministratorsAccounting ManagerJan 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

Asset Management
Investments
Portfolio Management
Accounting
Operations Management
Financial Reporting
SEC filings
GIPS Compliance
Mutual Funds
Investment Management
Finance
Fund Accounting
Asset Allocation
Management
Financial Analysis
Financial Services
Strategic Planning
Equities
Alternative Investments
Securities
Financial Planning
Funding
Wealth Management

Others at Perigon Wealth Management, LLC (9)

NameRoleLocation
Ahmed Moawad
Ahmed Moawad
TraderNew York, NY , United States
Cory Harm
Cory Harm
TraderTea, SD , United States
David Bauer
David Bauer
PartnerNew York, NY , United States
S
Scott Elisha
Chief Options Strategist and Portfolio ManagerCA , United States
Brad Resnick
Brad Resnick
Vice President- InvestmentsBoca Raton, FL , United States
Jeanna Dove
Jeanna Dove
TraderUnited States
Jonathan Masse
Jonathan Masse
Head of Portfolio Management and Trading and Investment SolutionsCA , United States
P
Philip Hart
President and Chief Investment OfficerSan Francisco, CA , United States
Rafia Hasan
Rafia Hasan
Chief Investment OfficerChicago, IL , United States

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