Perigon Wealth Management has appointed Rafia Hasan as CIO to support its national growth strategy.
Hasan was most recently the CIO of Wipfli Financial Advisors, an RIA firm with $5.5. billion in client assets. In her role at Wipfli Financial, she was responsible for every facet of the firm’s centralized investment program, led the five-person investment and trading team, and collaborated with leaders across the organization to execute on the firm’s strategic vision.
Before joining Wipfli Financial, she worked at Dimensional Fund Advisors, where she advised RIA firms on portfolio construction and helped develop asset allocations. Hasan’s experience also includes investment roles with Citibank in their emerging markets corporate bank and at Credit Suisse in their alternative investments division.