Phil Hart active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Investment Officer | 2003-12-31 | - |
| Founder | 2003-12-31 | - | |
| Portfolio Manager-Equities | 2003-12-31 | - | |
| Portfolio Manager-Fixed Income | 2003-12-31 | - | |
| Head of Private Banking | 2003-12-31 | - |
Career history of Phil Hart
Training of Phil Hart
| University of Oregon | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Investment Officer | 1 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Consumer Services | 2 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Phil Hart
- Experience
