Profil
Mr. Philip A.
Hart is a Founder & Wealth Advisor at Perigon Wealth Management LLC.
He also serves as Chief Investment Officer of the firm.
He also serves as the principal portfolio manager of the firm’s blue chip equity strategy and taxable and tax-free individual bond portfolios.
He is a member of the CFA Society of San Francisco.
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.
He has also served as Senior Portfolio Manager at Northern Trust Bank.
Mr. Hart holds a BA in Finance from the University of Oregon.
Postes actifs de Phil Hart
| Sociétés | Poste | Début |
|---|---|---|
Perigon Wealth Management LLC
 Perigon Wealth Management LLC Investment ManagersFinance Perigon Wealth Management LLC (Perigon) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Philip Hart in 2004 and is owned by Perigon Financial Holdings LLC, which is owned by Perigon Partners LLC. Perigon offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, and banking or thrift institutions. | Fondateur | 01/01/2004 |
Formation de Phil Hart
| University of Oregon | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Perigon Wealth Management LLC
Perigon Wealth Management LLC Investment ManagersFinance Perigon Wealth Management LLC (Perigon) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Philip Hart in 2004 and is owned by Perigon Financial Holdings LLC, which is owned by Perigon Partners LLC. Perigon offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, and banking or thrift institutions. | Finance |