What is Rafia Hasan Cfa Cfp email address?

Rafia Hasan Cfa Cfp's primary email address is *****@thecogentadvisor.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Rafia Hasan Cfa Cfp work for?

Rafia Hasan Cfa Cfp is a Chief Investment Officer at Perigon Wealth Management, LLC, a company specializing in Monetary Authorities-Central Bank.

Where Rafia Hasan Cfa Cfp graduated from?

Rafia Hasan Cfa Cfp holds a degree in Finance; Investment Management from Texas McCombs School of Business.

How can I directly contact Rafia Hasan Cfa Cfp?

To contact Rafia Hasan Cfa Cfp directly, you can use the email address *****@thecogentadvisor.com. Complete contact information is available upon registration with Muraena.

Who is Rafia Hasan Cfa Cfp?

Rafia Hasan is a seasoned Chief Investment Officer at Perigon Wealth Management, where she spearheads investment strategies and supports the firm’s advisor team. With a robust background in alternative investment strategies and asset allocation, Rafia has a proven track record of managing multi-billion dollar portfolios. She previously held the same title at Wipfli Financial Advisors, showcasing her leadership in the financial advisory space. Rafia's career includes significant roles at Dimensional Fund Advisors and Citibank, where she honed her skills in portfolio management and risk analysis. A graduate of Wellesley College and the McCombs School of Business, her academic foundation in economics and finance complements her extensive industry experience. Rafia is recognized as a finalist for the 2022 WealthManagement.com Industry Award in the "Rising Star" category, reflecting her impact in the investment community. Her commitment to diversity and inclusion further enhances her leadership approach, making her a notable figure in the finance industry.