Rafia Hasan, CFA, CFP®, currently serves as the Chief Investment Officer at Perigon Wealth Management, LLC. Prior to this role, Rafia held the position of Chief Investment Officer at Wipfli Financial Advisors, where Rafia also worked as a Co-Chief Investment Officer, Director of Investments, and Senior Associate Consultant. Rafia has experience as an Advisor at The Cogent Advisor, a Senior Associate at Dimensional Fund Advisors, and a Risk Analyst at Citibank. Rafia also worked as a Private Equity Fundraising Analyst at Credit Suisse and as a Summer Analyst at CSFB. Rafia holds an MBA in Finance and Investment Management from Texas McCombs School of Business and a BA in Economics and Math from Wellesley College.
Sign up to view 11 direct reports
Get started