Retirement Industry People Moves

Perigon Wealth Management Names Hasan as Chief Investment Officer 

Rafia Hasan

Perigon Wealth Management announced the appointment of Rafia Hasan as chief investment officer to support its national growth strategy. 

“Rafia’s years of diversified industry experience and exposure to rapidly growing RIAs brings an incredible perspective and strategic approach to our team,” Arthur Ambarik, CEO of San Francisco-based Perigon Wealth Management, said in a statement.  

Hasan will be responsible for enhancing Perigon’s investment strategy, bolstering its investment team and supporting the firm’s growing adviser team. She was most recently the CIO of Wipfli Financial Advisors, an RIA firm with $5.5 billion in client assets, where she led the five-person investment and trading team.  

State Street Promotes Donohue to Oversee Sustainability Efforts 

State Street Corp. announced it has appointed executive vice president Jessica Donohue as head of global investment insights, sustainability and impact, overseeing the firm’s sustainability efforts. 

For more than two decades, Donohue has held a variety of senior roles with State Street, including leading investor behavior research at State Street Associates. She succeeds Rick Lacaille, who announced his retirement earlier this year. Donohue will report to Lou Maiuri, president, chief operating officer and head of investment services. 

“Jessica’s background in research and investment-related insights, coupled with her deep understanding of clients’ unique challenges and the market overall, is precisely what our clients need,” said Maiuri in a statement. 

GoldenTree Asset Management Hires Plotke as Principal in Newport Beach 

Chad Plotke

GoldenTree Asset Management announced the hiring of Chad Plotke as a principal in Newport Beach, California. 

Plotke will focus on business development, covering relationships such as family offices, corporate pensions, health care organizations, endowments and foundations. He will report to Kathy Sutherland, CEO and partner in GoldenTree. Plotke joins GoldenTree from PIMCO, where he was an executive vice president and account manager. 

“Chad brings nearly 15 years of strategy and business development experience across asset classes to GoldenTree and we are excited to welcome him to the team,” Sutherland said in a statement.