Perigon Wealth Management Expands Leadership Structure Amidst Growth

Perigon Wealth Management, LLC, a prominent independent wealth management firm, continues to solidify its position in the finance industry with exciting developments in its executive leadership. Recently, the firm announced significant changes designed to enhance its operational strategies as it moves into a new growth phase. With over $11.2 billion in client assets as of the end of 2025, this rapid expansion underlines the firm’s commitment to creating a robust advisor and client experience.

Expanded Role for Rafia Hasan

Rafia Hasan, who has been pivotal in Perigon's investment management since joining as Chief Investment Officer (CIO) in 2023, has taken on additional responsibilities as the new Chief Operating Officer (COO). This unique dual role allows her to oversee not only the investment platform but also the broader operational strategy of the firm. Her leadership will ensure alignment across various functions, including technology, financial planning, and day-to-day operations, ultimately aiming for a more cohesive and effective workflow.

According to Perigon's CEO, Arthur Ambarik, Hasan's expansion into the COO role was a strategic move to improve oversight of critical operations. This restructuring reflects the firm’s understanding of its evolving challenges, emphasizing the need for unified leadership as it navigates further growth. Ambarik noted, "Rafia has already succeeded in centralizing our investment platform, and now she will spearhead a single, unified structure across all major operations."

Strengthening the Management Team

In addition to Hasan's expanded role, several key appointments were made to bolster the management structure essential for facilitating growth. Chris Briley has been named Managing Director of Technology, where he will handle all aspects of the firm’s technology strategy, including the integration of artificial intelligence. With extensive experience in the financial services technology sector, Briley's expertise will play a critical role in modernizing Perigon's technological capabilities.

Beth Bosworth will continue as Head of Financial Planning, collaborating closely with Hasan to align all financial advisory functions within the firm’s operational framework. This unified approach aims to create a more integrated experience for advisors, which is increasingly important in the evolving landscape of wealth management.

Brian McGunnigle, as Director of Operations, will maintain oversight of day-to-day efficiencies that empower Perigon’s advisors to provide exemplary service to clients. This management structure ensures that both technological innovation and operational efficiency are prioritized, enhancing overall client satisfaction.

The Importance of Centralization

The wealth management industry faces rapid transformation, necessitating systems that support both growth and personalized service. Hasan expressed that the firm’s commitment to developing centralized programs will enable sustainable growth without sacrificing the individual attention that clients expect and deserve. The progress made in streamlining Perigon's investment program serves as a blueprint for replicating similar efficiencies across other operational areas.

Further supporting this growth strategy, Perigon has also added new leaders such as Rory Shusted as Chief People Officer, Varun Sanon as Managing Director of Corporate Development, Jon Seif as Managing Director of Digital Strategy, and Luke Samuels as Senior Director of Business Development. These appointments are crucial as the firm continues to expand its reach and capabilities.

Perigon Wealth Management has established itself as a leader in the financial advisory space, and with these significant updates to its leadership structure, it is well-equipped to face the future. With a commitment to enhancing the advisor-client experience and fostering internal growth, Perigon is poised to strengthen its influence in the wealth management sector.

As the firm looks ahead, it remains focused on delivering tailored financial strategies that align with the unique aspirations of its clients. This new chapter in Perigon’s evolution marks not only a response to current market demands but also a proactive step towards maintaining its reputation as a top-tier wealth management firm.