Perigon Wealth Management appointed Rafia Hasan as CIO to support its growth strategy, enhance its investment strategy, strengthen the investment team and support the firm’s advisors across all affiliation models.
Prior to Perigon, Hasan spent eight years at RIA Wipfli Financial Advisors (which held over $5 billion in assets under management when it was acquired by Creative Planning in 2022) where she oversaw the firm’s investment program, led the investment and trading team and collaborated on the firm’s strategic vision. At Wipfli, Hasan held various roles, rising through the ranks to spend over four years as CIO.
“Rafia’s years of diversified industry experience and exposure to rapidly growing RIAs brings an incredible perspective and strategic approach to our team,” said Perigon’s CEO, Arthur Ambarik. “Her unique background of institutional and advisory investment leadership will enable Perigon to implement our vision of building a scalable investment platform that provides a custom investing experience for our advisors and clients. We are incredibly pleased to welcome Rafia to the Perigon team.”
With almost two decades of experience, Hasan previously worked at Dimensional Fund Advisors, advising on portfolio construction and developing asset allocations, as well as Citibank, Credit Suisse and The Cogent Advisor.
“The current investment landscape presents unique challenges and opportunities for a firm like Perigon,” said Hasan. “We see a turbulent market, proactive central banks and slowing-but-still-rising inflation — a situation in which high-net-worth and ultra-high-net-worth clients increasingly demand a more personalized investment approach.”
She continued, “Together with Arthur and the entire team, we will build upon the platform in place and find opportunities to enhance and scale the investment program for Perigon’s advisors, enabling them to stand apart from the rest of the industry to deliver a differentiated client experience.”
San Francisco-based Perigon, with approximately $5.6 billion in client assets as of May 31, is partially owned by private equity firm Merchant Investment Management. In March, the firm announced the acquisition of Amherst, Massachusetts-based Stakeholders Capital, which specializes in ESG and impact investing, and the affiliation of Sheetal Bagde, an advisor at Palo Alto, California-based Cognizant Wealth Advisors.
Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com.
