Philip Hart hart@perigonpartners.com - Managing Director & Chief Investment Officer
Mr. Hart is the President of Perigon's holding company and Chief Investment Officer of Perigon Wealth Management.  He is responsible for the day to day management of portfolios and chairs the Investment Management Committee.  Previously, he was Senior Vice President with First Hawaiian Bank (FHB) where he developed the Bishop Street Capital Tax-Managed Equity Fund and managed complex trust and private client portfolios.  Prior to FHB, Mr. Hart served as a Vice President and Western Regional Manager for JP Morgan Chase Private Bank.  There he managed approximately $1 bln of private client assets with an emphasis toward tax-efficient investing and implementation of complex trust and estate investment programs.  Mr. Hart served as Vice President and Senior Portfolio Manager with Northern Trust Bank and as President of Western Capital Management where he managed private client, Taft-Hartley and ERISA qualified investment portfolios.  Mr. Hart began his 25+ year career in the investment management business as a municipal bond trader for several Wall Street firms and brings considerable expertise in the development and management of both bond and equity portfolios.  Mr. Hart is a member of the San Francisco Society of Security Analysts.  Mr. Hart holds a B.A. in Finance from the University of Oregon.

Joseph Caballero caballero@perigonpartners.com - Managing Director & Chief Operating Officer
Mr. Caballero is the Chief Operating Officer of Perigon's holding company and the Chief Compliance Officer of Perigon Wealth Management.  He is responsible for the firm's overall management and the services of Perigon's client portfolios.  Mr. Caballero is a member of Perigon's Investment Committee.  Previously, he was a Senior Vice President at First Hawaiian Bank's investment management unit, Bishop Street Capital, where he helped manage private client relationships.  Mr. Caballero was a Vice President of JP Morgan Chase Private Bank where he was responsible for managing accounts for high-net-worth individuals, foundations and corporate clients.  Mr. Caballero has also held portfolio management positions at JP Morgan Chase, Northern Trust Bank, and Santa Barbara Bank & Trust.  Mr. Caballero holds a B.A. from University of California at Santa Barbara, and also completed graduate coursework in the Graduate Division at U.C. Santa Barbara. 

Jennifer Harding harding@perigonpartners.com - Vice President, Chief Financial Officer, & Wealth Adviser
Mrs. Harding is the Chief Financial Officer of our holding company and is responsible for day to day client account administration.  She is an expert in trust account administration and provides clients with wealth & tax advisory consultations.  Previously Mrs. Harding was a Wealth Advisory Associate at JP Morgan Private Bank and has worked at law firms including Cooley Godward, and Greene, Radovsky.  She specializes in estate planning and trust and estate administration.  Mrs. Harding also focuses on wealth transfer structures such as establishing nonprofit foundations, family limited partnerships and Delaware perpetual trusts.  Mrs. Harding has a B.A. from the University of Wisconsin, Madison and a Masters in Taxation from Golden Gate University.

Michal Skowronski skowronski@perigonpartners.com - Investment Associate
Mr. Skowronski is responsible for trading, portfolio management systems, and client reporting.  He is a member of the Investment Committee and helps develop strategies for implementing and improving investment programs.  Mr. Skowronski has previously worked as an English teacher at a private school in Poland.  Additionally, Mr. Skowronski co-founded an internet based wholesale reselling business.  Mr. Skowronski holds a B.A. in Economics and Communications from the University of Washington, and also completed coursework at Jagiellonian University in Krakow, Poland.  Mr. Skowronski is currently studying for the Certified Financial Planning (CFP) designation through U.C. Berkeley Extension.

Peter Fisher pfisher@perigonpartners.com - Analyst
Mr. Fisher is an Analyst with Perigon Wealth Management. Mr. Fisher was Operations Manager for a Napa Valley-based company from August 1993 until March 2007 where he was responsible for day to day operations and financial management of the firm. In addition he implemented and managed the company’s 401(k), health insurance, and Section 125 Plans. Previously Mr. Fisher worked as a management consultant with a focus on the development and delivery of executive education. Mr. Fisher holds a B.S. from Harvard University and an M.B.A. from The Columbia University School of Business. Currently, Mr. Fisher is completing coursework in the Personal Financial Planning Certificate Program offered through U.C. Berkeley.

Kanoe Cazimero cazimero@perigonpartners.com - Associate
Ms. Cazimero is the Hawaii Office Manager and is responsible for client relations and administration in Hawaii.  She is also instrumental in key client events for the Hawaii marketplace.  Previously, Ms. Cazimero was an Associate at JP Morgan Private Bank’s Honolulu office were she was responsible for office management and the development and maintenance of private client accounts.  She was also a community consultant for Papa Ola Lokahi, an office manager for Gray Management, and has extensive non-profit experience.  Ms. Cazimero holds a B.A. from the University of Hawai’i.

Brian Stone stone@perigonpartners.com - San Francisco Office Manager
Mr. Stone is the San Francisco Office Manager and is responsible for client relations and administration in California.  Previously, Mr. Stone was an Associate and Office Manager of Bishop Street Capital Management’s San Francisco office where he was responsible for all aspects of office management and the administration of private client investment accounts.  Mr. Stone has also held office administration positions for the legal department at Gap, Inc. and the Law Offices of Pinatelli & Jackson.  Mr. Stone is a Certified Notary Public with the State of California.

Kim Schoknecht - Advisor
Mr. Schoknecht provides consultation on complex wealth advisory and estate planning projects.  Mr. Schoknecht is a practicing lawyer specializing in estate planning, probate and trust administration for high-net-worth individuals, business owners, and clients with significant start-up interests.  His practice focuses on wealth transfer, complex trust structures, and closely held business entities.  Mr. Schoknecht holds a B.A. from University of Southern California and a J.D. from University of California at Los Angeles.