Rafia Hasan

Chief Investment Officer at Perigon Wealth Management

Speaker

Rafia Hasan, CFA, CFP® is the Chief Investment Officer of Perigon Wealth Management, where she oversees the firm's investment strategies and supports the growing team of advisors. She chairs Perigon’s investment committee and leads the investment, operations and trading teams.

With a career that includes investment roles at Wipfli Financial Advisors and Dimensional Fund Advisors, Rafia has extensive experience in portfolio construction and asset allocation. She has been recognized with industry honors and has also been quoted in national media publications including CNBC, InvestmentNews, Reuters, Bloomberg, and in The Wall Street Journal.

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

She lives in Chicago with her husband and three daughters.