Philip Hart co-founded Perigon and serves as 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...
Rachel Elson, CFP® (she/her) is a wealth advisor at Perigon Wealth Management, providing full-service financial planning and wealth management services. Her clients tend to be in their 30s and 40s, many of them tech industry employees in San Francisco, New York and...
Rafia Hasan, CFA, CFP® is Chief Investment Officer of Perigon Wealth Management. She is responsible for Perigon's investment strategies and supporting the firm's growing advisor team — regardless of affiliation model — by providing the resources and support they need...
Rick works with individuals and families to design financial strategies that bring clarity and confidence to their long-term plans. As a fiduciary advisor, he helps clients align investments, planning, and risk management with their personal goals and priorities. With...
Robert Hardwick serves as a Wealth Advisor assisting clients with financial planning, portfolio oversight, and retirement plan solutions. Previously, Rob worked at a New Jersey based registered investment advisory firm servicing individuals, families and small...
Bob Sloan has accomplished a great deal in his very successful career, but above all, he is passionate about relationships and managing money. It comes through in the way he customizes each client experience based on their unique situation and goals; in the way he...
Ron works with individuals, families and small business owners and joined Perigon in December 2023 to leverage the company’s resources on behalf of his clients. Ron focuses on building long term relationships with clients through analyzing and understanding each...
Sally joined Perigon as a Private Client Associate in 2024. She has over 12 years of experience in various roles that include Customer Service, Client Relationship Management, Compliance, and Operations. Born and raised in Lexington, SC, she currently lives in West...
Sam is a Private Client Associate at Perigon and has been with the firm since 2024. With over 10+ years experience in the financial industry. Prior to Perigon, she had worked at another RIA firm Wealth Enhancement supporting multiple advisors, she also has operational...
Samantha Sharf Bloch joined Perigon in September 2024. She works with the San Francisco-based financial planning team and is currently pursuing the CFP® designation. Before joining Perigon, Sam was a personal finance and business journalist–including reporting and...
Sandra Kerr is a Wealth Advisor and Partner with Perigon Wealth with over 30 years of experience. She obtained her Certified Financial Planner designation in 2009 and shortly thereafter her Accredited Investment Fiduciary Designation. In 2025, she received the...
Sara joined Perigon as an Operations Associate in 2024. She specializes in back office operations and data reconciliation for our PA and SC offices. Sara earned her Bachelor degree from the University of South Carolina in 2013. She enjoys bringing a creative and...