Rafia's Bio
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 to provide best-in-class investment advisory services to their clients. She chairs Perigon’s investment committee and leads the investment and trading team.
Prior to joining Perigon, Rafia was Chief Investment Officer of Wipfli Financial Advisors, an RIA firm with $5.5. billion in client assets. She has also worked at Dimensional Fund Advisors, where she advised RIA firms on portfolio construction and helped develop asset allocations. Her experience includes investment roles with Citibank in their Emerging Markets Corporate Bank and at Credit Suisse in their Alternative Investments Division. With two decades of experience across the advisory and institutional sides of investment management, Rafia brings a wealth of perspective to her role at Perigon.
Rafia holds a bachelor’s degree in economics and math from Wellesley College and an MBA from the McCombs School of Business at the University of Texas in Austin.
She lives in Chicago with her husband and three daughters.
Rafia's Insights

Mastering Market Volatility: Perigon CIO Rafia Hasan on What Really Matters
In a recent interview with WealthManagement.com, Rafia Hasan, CFA, CIO at Perigon Wealth Management, shared her perspective on how clients are navigating the current market environment—and why it feels different this time, in the best way.Watch the InterviewCalmer...

Q2 2025 CIO Letter – Taking the Market’s Medicine
It was a difficult first quarter in the market in 2025, and the pain has only worsened in the first weeks of April, with a full-scale global trade war underway. What has happened so far On April 2nd, President Trump announced his much-anticipated tariff plans, which were higher than market and economist expectations.

Q1 CIO Letter – Tempering Enthusiasm for 2025
As we close the book on 2024 and ring in 2025, one thing is for certain – 2024 was a fabulous year for US stocks, following a similarly strong year in 2023.