Perigon Wealth Management LLC, a burgeoning independent wealth management firm with a national presence, has demonstrated impressive growth, managing approximately $6.9 billion in client assets as of January 31, 2024. This success is bolstered by strategic leadership, including Chief Investment Officer Rafia Hasan CFA, CFP®, whose expertise and insights are highly sought after in the wealth management industry. Hasan's contributions to the firm and the broader financial community reflect her deep knowledge and commitment to advancing investment strategies.
Hasan's Role in Perigon's Growth
Rafia Hasan joined Perigon in July, bringing a wealth of experience and a strategic vision to the firm's investment approach. Her role focuses on enhancing Perigon's investment strategy, strengthening the investment team, and supporting the firm’s expansion. By providing valuable resources, Hasan enables Perigon's advisors to offer superior investment advisory services to their clients.
Upcoming Appearances and Contributions
Hasan is scheduled to share her market insights and expertise at several high-profile wealth management events. Her appearances include:
- Institutional Investor's RIA Central Investment Forum: Hasan will participate in a CIO panel titled "Constructing Model Portfolios: Piecing Together the Puzzle for Financial Success" on April 16 and 17 in Chicago.
- CityWire's CIO Summit: She will be part of the "Women in Leadership" panel on April 25 and 26 in Charleston.
- Market Group's Private Wealth US Retreat: Hasan will deliver a keynote and lead a leadership roundtable on "Decision-Making in Disruptive Times" on May 13 and 14 in Carlsbad, California.
- ALTSCHI Forum: She will contribute to a keynote panel on "The Democratization of ALTS – Creating the Optimal Multi-Asset Portfolio" on July 22 and 23 in Chicago.
Hasan's Extensive Experience
Before joining Perigon, Hasan served as the Chief Investment Officer at Wipfli Financial Advisors, managing $5.5 billion in client assets. Her career also includes significant roles at Dimensional Fund Advisors, where she advised RIA firms on portfolio construction and developed asset allocations. Hasan's investment experience extends to positions at Citibank in their Emerging Markets Corporate Bank and at Credit Suisse in their Alternative Investments Division. This diverse background equips her with a comprehensive understanding of global financial markets and investment strategies.
July 2023
Rafia Hasan joins Perigon Wealth Management as Chief Investment Officer
December 2021 - Present
Perigon expands into six major markets through strategic acquisitions
January 31, 2024
Perigon manages approximately $6.9 billion in client assets
April 16-17, 2024
Rafia Hasan to speak at Institutional Investor's RIA Central Investment Forum in Chicago
April 25-26, 2024
Hasan to participate in CityWire's CIO Summit in Charleston
May 13-14, 2024
Hasan to deliver keynote at Market Group's Private Wealth US Retreat in Carlsbad, California
July 22-23, 2024
Hasan to contribute to ALTSCHI Forum in Chicago
Perigon's Strategic Expansion
Perigon Wealth Management is recognized for its rapid growth and strategic acquisitions. Since December 2021, the firm has expanded into six major markets, including recent acquisitions of Prudeo Partners in Pennsylvania, Lumin Financial in Michigan, and Blue Water Capital Management in New York. These additions have significantly strengthened Perigon's national footprint.
Furthermore, Perigon's strategic vision is supported by a minority investment from Constellation Wealth Capital, aimed at enhancing the firm’s expansion efforts. This investment underscores confidence in Perigon's growth trajectory and operational excellence.
Recognitions and Achievements
Perigon's exceptional growth and service quality have earned it several accolades. In 2022, the firm was named one of RIA Channel's Top 50 Wealth Managers by Growth in Assets and was included on the Forbes Top RIA list. These recognitions reflect Perigon's commitment to delivering outstanding financial advisory services and its significant impact on the wealth management industry.
About Perigon Wealth Management
Perigon Wealth Management, LLC is a registered investment advisor founded, owned, and led by lifelong financial advisors. The firm prides itself on providing clients with peace of mind through clear and customized financial plans aimed at achieving their life goals. Perigon offers a robust and flexible platform for financial advisors, accommodating a wide array of affiliation structures and business models.
With approximately $6.9 billion in client assets as of January 31, 2024, Perigon is dedicated to accelerating the business growth of its financial advisors while simplifying their operations without compromising their independence. This commitment to growth and independence has made Perigon a trusted partner for both clients and advisors.
Perigon Wealth Management continues to set benchmarks in the wealth management industry through strategic leadership, notable acquisitions, and a strong commitment to client service. Rafia Hasan's role as Chief Investment Officer exemplifies the firm's dedication to excellence and innovation in investment strategies. As Perigon expands its national presence, it remains focused on empowering its advisors and delivering unparalleled financial advisory services to its clients. For more information about Perigon Wealth Management, visit perigonwealth.com.
