Perigon Wealth Management, a San Francisco-based registered investment advisor with roughly $11.2 billion in client assets as of Dec. 31, 2025, has restructured its executive leadership to centralize key operational functions. The firm announced that Rafia Hasan, who joined as chief investment officer in 2023, will now also serve as chief operating officer, overseeing investments, financial planning, technology, and day-to-day operations. This move is part of a broader effort to streamline management as the firm continues to grow through acquisitions and organic expansion.
In addition to Hasan's expanded mandate, Perigon has created a new position: managing director of technology, filled by Chris Briley. Briley, who previously served as chief technology officer at Manning & Napier, brings decades of financial services technology experience, including managing large global teams. He will report directly to Hasan and will lead the firm's technology strategy and artificial intelligence integration—a priority for many wealth management firms, as highlighted by a recent PwC survey showing that compensation and hiring decisions are increasingly tied to AI proficiency.
CEO Arthur Ambarik explained the rationale behind the restructuring: "As we considered how best to support our continued growth, it became clear we needed to enhance our executive leadership to provide additional strategic oversight of our critical operational functions." He added that the new structure leverages Hasan's skills and ensures clear executive oversight. Hasan noted that her experience centralizing the investment platform provides a blueprint for unifying other operational areas.
The COO role at Perigon was previously held by Jonathan Hoy, who served from 2019 until August 2025, according to his LinkedIn profile. Hoy transitioned to president of corporate development in January 2025, a position he continues to hold. The new structure places Beth Bosworth, head of financial planning, and Brian McGunnigle, director of operations, under Hasan's leadership, aligning their functions with the firm's centralized approach.
This announcement is part of a series of senior hires at Perigon over the past year. In April, the firm named Rory Shusted as its first chief people officer, a role focused on building organizational infrastructure to support a workforce that has grown through both organic expansion and acquisitions. Shusted, based in the Atlanta area, reports directly to Ambarik.
Earlier in March, Perigon brought on Jon Seif as managing director of digital strategy and Luke Samuels as senior director of business development. Seif was initially tasked with overseeing data, AI, and technology initiatives, responsibilities that now overlap with Briley's new role under Hasan's operational umbrella. These hires reflect Perigon's strategy to convert acquisition-driven growth into measurable organic expansion.
Perigon operates as an advisor-led firm with teams across 19 office locations. The firm has indicated that recent merger and acquisition activity has created a need for more centralized programs to support sustainable growth without compromising the personalized service advisors provide to clients. Ambarik expressed confidence in Hasan's ability to spearhead a unified structure, citing her success in centralizing the investment platform.
The leadership changes at Perigon come amid a broader trend of RIAs consolidating operations and investing in technology to scale efficiently. Similar moves have been seen at other firms, such as Cerity Partners appointing a chief innovation officer and Commonwealth's digital chief departing for Janney. These developments highlight the industry's focus on integrating AI and digital strategy into core operations.
Perigon's expansion through acquisitions, such as the recent Wealth Enhancement acquisition of Miramar Capital, underscores the competitive landscape for RIAs. As firms grow, the need for robust operational frameworks becomes critical. Perigon's latest restructuring aims to position the firm for its next phase of growth while maintaining the advisor-led culture that has defined its success.
