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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Rafia Hasan
Chief Investment Officer at Wipfli Financial Advisors

Profile

Rafia brings over a decade of industry experience to her role as CIO of Wipfli Financial Advisors, in which she oversees every facet of the firm’s investment program and approach.

With experience in both the advisory and investment sides of the industry, Rafia leads the Investment Committee with a unique perspective and valuable experience, particularly in the areas of asset allocation and alternative investments.

Prior to joining Wipfli Financial, Rafia cultivated a keen knowledge of capital markets and investment management through her tenure at Dimensional Fund Advisors (DFA), where she consulted with advisors on portfolio construction and helped develop asset allocations. Her breadth of experience includes working at Citibank in their Emerging Markets Corporate Bank and at Credit Suisse in their Alternative Investments Division.

Rafia holds a B.A. in Economics with a minor in Math from Wellesley College. She also earned an MBA from the University of Texas at Austin and is a holder of the right to use the Chartered Financial Analyst designation.

Outside of her work at Wipfli Financial, Rafia enjoys spending time with her husband and three daughters as well as traveling, gardening and yoga.

Agenda Sessions

  • Everything You Need to Know About Active ETFs

    3:00pm

Speakers at this event