Jon Seif is Managing Director of Digital Strategy at Perigon Wealth Management, where he leads data, artificial intelligence, and technology implementation to drive scalable, data-driven results – including standing up the in-house product and engineering function building Perigon’s proprietary growth operating system.
With nearly 20 years in financial services, Jon offers a rare “practitioner-to-innovator” perspective: having grown a successful wealth management practice as an advisor at firms including Fidelity Investments, then built and scaled innovative technology platforms at Betterment, Envestnet/Yodlee, and Catchlight (incubated within Fidelity Labs). He has advised many of the country’s top RIAs on their growth strategies, giving him a firsthand view of what actually drives results.
