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Philip Hart

President & Chief Investment Officer

Perigon Wealth Management LLC

United States, California, San Francisco

About Me

Philip Hart co-founded Perigon and serves as Perigon’s Chief Investment Officer. Mr. Hart also 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 where he served as a Senior Portfolio Manager for high-net-worth clients and developed the Bishop Street Tax-managed Equity Fund. He worked at JP Morgan Private Bank where he served as a Vice President & Western Regional Manager for the investment management division. Mr. Hart has also served as Senior Portfolio Manager at Northern Trust B

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Profile Information

President & Chief Investment Officer

Perigon Wealth Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

Sep 16, 2024

Work Experience

Perigon Wealth Management LLC

President & Chief Investment Officer
Jan 2004 - Present
Email: phil@perigonwealth.com

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