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PH

Philip Hart

President and Chief Investment Officer at Perigon Wealth Management, LLC

San Francisco, CA , United States

About

Philip Hart is President and Chief Investment Officer at Perigon Partners, LLC, based in San Francisco. He co-founded the firm and serves as its principal portfolio manager, overseeing the firm's blue chip equity strategies as well as taxable and tax-free fixed income portfolios. In his current role, Hart leads investment policy and asset allocation, with a particular focus on large-cap equities and municipal as well as corporate bonds.

Hart’s investment expertise is concentrated in blue chip equities and fixed income, and he is recognized for his rigorous portfolio construction and risk management practices. Prior to founding Perigon, he was a Senior Vice President at Bishop Street Capital Management, further honing his experience in institutional asset management and private wealth advisory.

Hart holds a degree from the University of Oregon and brings nearly five decades of industry experience to his leadership at Perigon Partners, LLC. He is known for developing long-term investment strategies and has made significant contributions to portfolio design, particularly for high-net-worth individuals and family offices in the San Francisco Bay Area.

Career History

OrganizationRoleDate RangeDetails
Perigon Partners, LLC.President and Chief Investment OfficerJan 2004 to Present

Education

University of Oregon

1976 1979

Others at Perigon Wealth Management, LLC (9)

NameRoleLocation
Ahmed Moawad
Ahmed Moawad
TraderNew York, NY , United States
Cory Harm
Cory Harm
TraderTea, SD , United States
David Bauer
David Bauer
PartnerNew York, NY , United States
S
Scott Elisha
Chief Options Strategist and Portfolio ManagerCA , United States
Brad Resnick
Brad Resnick
Vice President- InvestmentsBoca Raton, FL , United States
Jeanna Dove
Jeanna Dove
TraderUnited States
John Paganelli
John Paganelli
PartnerSyracuse, NY , United States
Jonathan Masse
Jonathan Masse
Head of Portfolio Management and Trading and Investment SolutionsCA , United States
Rafia Hasan
Rafia Hasan
Chief Investment OfficerChicago, IL , United States

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