Rafia Hasan

Rafia Hasan, CFA, CFP®, is the Chief Investment Officer at Perigon Wealth Management, LLC, where she leads the firm’s investment strategy, chairs the investment committee, and oversees the investment and trading teams. Her responsibilities include enhancing and scaling Perigon's investment platform to meet the expanding needs of advisors and clients nationwide, with a focus on delivering personalized investment solutions for high-net-worth and ultra-high-net-worth individuals.

Hasan brings nearly two decades of experience spanning both advisory and institutional investment management, having previously served as CIO at Wipfli Financial Advisors and holding prior roles at Dimensional Fund Advisors, Citibank’s Emerging Markets Corporate Bank, and Credit Suisse’s Alternative Investments Division. Her expertise covers multi-asset portfolio construction, model portfolios, asset allocation strategies, and alternative investments, along with significant experience in emerging markets and diversified global asset classes.

She holds a bachelor’s degree in economics and mathematics from Wellesley College and an MBA from the McCombs School of Business at the University of Texas at Austin. Hasan is a recognized industry thought leader, regularly cited in major financial media and featured as a speaker on investment strategy and industry trends at national conferences.