As an industry veteran, Mike had always worked as an independent advisor. In 2024, he became a Partner and Wealth Advisor at Perigon, a firm that shares the values and culture he strived for throughout his career. Mike graduated with an Economics degree with a minor...
Michael Lombardo is a Partner of Perigon Wealth Management. As a Wealth Advisor, Michael works with clients to design and develop financial goals and plans then creates and manages customized client portfolios. In addition to 25+ years of experience, Michael is a...
Michael Mignosi is the Director of Organic Growth at Perigon, where he leads marketing and business development strategies to drive new client acquisition and retention. A seasoned growth leader with over a decade of experience, Michael has spearheaded transformative...
Michelle has been a trusted partner to Tom Tolleson and his clients since 2007, bringing a wealth of experience, consistency, and care to every interaction. In 2024, she expanded her role by joining Perigon’s Compliance Department, where her attention to detail and...
Noah has been working professionally in finance and technology for over 10 years prior to joining Perigon Wealth Management in 2023. He specializes in data analytics, problem solving, reporting, researching, and documentation. In his current role of Master Data...
Nolan joined Perigon in 2025 as a Financial Planning Associate and holds his Series 65 license. Previously, he played in the NFL for four years with the New Orleans Saints, Arizona Cardinals, Indianapolis Colts, and Tampa Bay Buccaneers. Following his playing career,...
As a Private Client Associate at Perigon Wealth, Olga aims to advance the ideals of the company by leveraging her banking experience along with her attention to detail. She strives to provide our clients with superb customer service and engaging interactions. Olga...
Paul Drolson joined Perigon at the beginning of 2024 as part of the Wealth Advisors, Inc. acquisition. Paul previously founded Wealth Advisors in 2003 after working in several leadership positions both in business and finance for more than 20 years. He is a Certified...
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...
Rhoda assists with financial planning and investment management for the Perigon Michigan team. She also serves as the relationship manager for a select group of clients. Rhoda enjoys the variety her work provides and is excited to help clients work towards achieving...
Jamie Nulph, CFA, is a Senior Climate Specialist at MSCI. She works closely with the largest institutional investors in North America to understand, evaluate, and report on climate-related risks and opportunities. Jamie has 15 years of experience in Sustainable Investing. Prior to joining MSCI in 2014, she worked in London with a UK-based ESG research firm, supporting European Institutional Investors on ESG integration, mission-
aligned investing, and stewardship.
Jamie co-leads MSCI’s Women’s Leadership Forum and is a founder of Bay ESG, a group focused on building connections and facilitating knowledge sharing for sustainable investment professionals across the San Francisco Bay Area. She holds an MSc in International Relations from the London School of Economics and earned her undergraduate degree in Political Science from the University of California, Irvine.
Mark Bateman is Aperio’s Head of Values-Aligned and ESG Research within BlackRock’s SMA Solutions unit. He is an internationally recognized ESG/SRI/Impact expert and works with Aperio’s clients to create customized values-alignment solutions.
Before joining Aperio, he served as the Director of Research at IW Financial (now part of ISS), a leading provider of value-added ESG research. Mark started his ESG career at the Investor Responsibility Research Center (IRRC, now part of MSCI) in Washington, DC, in a range of positions, including Director of the Environmental Information Service, and ultimately, Vice President of Research and Operations. He also served on the original steering committee of the Global Reporting Initiative, helping to develop a sustainability reporting framework for companies. Before joining the ESG industry, Mark worked as a legislative aide for Sen. Mark Hatfield (OR) in his DC office.
In addition, Mark is pursuing a PhD in Public Administration and Policy through Old Dominion University’s School of Public Service. Mark’s research is focused on corporations in the public policy process. Mark lives and works in Salem, Oregon.