Rafia Hasan

Chief Investment Officer at Perigon Wealth Management

Speaker

Rafia Hasan, CFA, CFP® is Chief Investment Officer of Perigon Wealth Management. She is responsible for Perigon’s investment strategies and supporting the firm’s growing advisor team — regardless of affiliation model — by providing the resources and support they need to provide best-in-class investment advisory services to their clients. She chairs Perigon’s investment committee and leads the investment and trading team.

Prior to joining Perigon, Rafia was Chief Investment Officer of Wipfli Financial Advisors, an RIA firm with $5.5. billion in client assets. She has also worked at Dimensional Fund Advisors, where she advised RIA firms on portfolio construction and helped develop asset allocations. Her experience includes investment roles with Citibank in their Emerging Markets Corporate Bank and at Credit Suisse in their Alternative Investments Division. With two decades of experience across the advisory and institutional sides of investment management, Rafia brings a wealth of perspective to her role at Perigon.

Rafia holds a bachelor’s degree in economics and math from Wellesley College and an MBA from the McCombs School of Business at the University of Texas in Austin.