Rafia HasanChief Investment Officer at Perigon Wealth ManagementSpeaker
Profile
Rafia Hasan, CFA, CFP® is Chief Investment Officer of Perigon Wealth Management. She chairs Perigon’s investment committee and leads the investment, operations and trading teams. She has been recognized with numerous industry honors and has also been quoted in national media publications including CNBC, Bloomberg, and in The Wall Street Journal.
Agenda Sessions
Tax efficient investing - Unwinding portfolio concentration with leveraged direct indexing
, 12:15pmView Session
