Investment Management and Research:
Philip Hart, Managing Director and Chief Investment Officer - hart@perigonpartners.com [1]
Mr. Hart is a Managing Director and the Chief Investment Officer of Perigon Wealth Management. Mr. Hart was a Senior Vice President at Bishop Street Capital Management from February 2002 until April 2004 where he served as a Senior Portfolio Manager for high-net-worth clients and developed the Bishop Street Tax-managed Equity Fund. From July 1997 until February 2002, 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 a Senior Portfolio Manager at Northern Trust Bank from February 1993 until July 1997 and President of Western Capital Management from 1990 to 1993. Mr. Hart is a member of the San Francisco Society of Security Analysts. Mr. Hart holds a BA in Finance from the University of Oregon.
Joseph Caballero, Managing Director - caballero@perigonpartners.com [2]
[2]Mr. Caballero is a Managing Director and Chief Compliance Officer of Perigon Wealth Management. Mr. Caballero was Senior Vice President at Bishop Street Capital Management from February 2002 until April 2004 managing services for high-net-worth clients. Additionally, from October 1997 until February 2002 he served as a Vice President of JP Morgan Private Bank where he was responsible for building relationships with high-net-worth individuals, foundations and corporate clients. Mr. Caballero has also held portfolio management positions at JP Morgan Chase, Northern Trust Bank (10/1996 – 10/1997), and Santa Barbara Bank & Trust (06/1995 – 10/1996). Mr. Caballero holds a BA from University of California at Santa Barbara, and also completed PhD study at UCSB.
Michal Skowronski, Advisor, Portfolio Management - skowronski@perigonpartners.com [3]
Mr. Skowronski is an Investment Associate with Perigon Wealth Management and is in charge of portfolio management systems and trade processing. Mr. Skowronski 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. Currently, Mr. Skowronski is completing coursework in the Personal Financial Planning Certificate Program offered through U.C. Berkeley.
Peter Fisher, Advisor, Portfolio Analyst - fisher@perigonpartners.com [4]
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.
Client Service and Administration:
Jennifer Harding, Vice President - harding@perigonpartners.com [5]
Ms. Harding is a Vice President with Perigon Wealth Management. Ms. Harding was a Wealth Advisory Associate at JPMorgan Private Bank from June 2000 to May 2003 and has worked at law firms including Cooley Godward (06/1995 – 09/1998), Crosby Heafey Roach & May (12/1989 – 05/1995) and Greene, Radovsky, Maloney and Share (03/1998 – 05/2000). She specializes in estate planning and trust and estate administration. Ms. Harding also focused on wealth transfer structures such as establishing nonprofit foundations, family limited partnerships and Delaware perpetual trusts. Ms. Harding received a BA from the University of Wisconsin, Madison and an MS in Taxation from Golden Gate University. Currently, Ms. Harding is completing coursework in the Personal Financial Planning Certificate Program offered through U.C. Berkeley.
Brian Stone, Associate & San Francisco Office Manager - stone@perigonpartners.com
[6]Mr. Stone is an Associate and Office Manager for Perigon Wealth Management. 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. He has also held office administration positions for the legal department at Gap, Inc. and the Law Offices of Pinatelli & Jackson. Mr. Stone is Certified Notary Public with the State of California.
Kanoe Cazimero, Associate & Honolulu Office Manager - cazimero@perigonpartners.com [7]
Ms. Cazimero is an Associate with Perigon Wealth Management’s Honolulu office. Ms. Cazimero was an Associate and office manager with JP Morgan Private Bank’s Honolulu office from November 1997 to June 2002 were she was responsible for all aspects of office management, public relations, and the development and maintenance of private client accounts. From July 2002 until April 2002 Ms. Cazimero was a community consultant for Papa Ola Lokahi. She has also worked as office manager for Gray Management, a Real Estate Investment Company, and has extensive experience in the non-profit sector. Ms. Cazimero holds a BA from the University of Hawai’i.
Links:
[1] mailto:hart@perigonpartners.com
[2] mailto:caballero@perigonpartners.com
[3] mailto:skowronski@perigonpartners.com
[4] mailto:pfisher@perigonpartners.com
[5] mailto:harding@perigonpartners.com
[6] mailto:stone@perigonpartners.com
[7] mailto:cazimero@perigonpartners.com