Phil Hart

Founder | Wealth Advisor
(415) 430-4141

Mr. Hart co-founded Perigon and serves as  Perigon’s Chief Investment Officer. Mr. Hart  also serves as the principal portfolio manager  of the firm’s blue chip equity strategy and  taxable and tax-free individual bond portfolios.

Mr. Hart was previously a Senior Vice President  at Bishop Street Capital Management where  he served as a Senior Portfolio Manager for  high-net-worth clients and developed the  Bishop Street Tax-managed Equity Fund.

He worked at JP Morgan Private Bank where  he served as a Vice President & Western  Regional Manager for the investment management division. Mr. Hart has also served  as Senior Portfolio Manager at Northern Trust  Bank.

Mr. Hart is a member of the CFA Society of San  Francisco. Mr. Hart holds a BA in Finance from  the University of Oregon.