Jonathan Masse CFA®
Sr. Investment Strategist | Wealth Advisor
Jonathan Masse, CFA®, Sr. Investment Strategist / Wealth Advisor brings more than 25 years of experience to his role at Perigon. Jonathan’s passion is to empower clients with proven financial strategies to accomplish their unique goals and help them “level up” and rise to the challenges ahead.
His first seven years in finance were spent trading options on the floors of both the Chicago and Pacific Exchanges. He managed portfolios for the next seven years at Barclays Global Investors on the initial iShares Capital Markets team; later moving to the Institutional Portfolio Management team. In 2007, Jonathan began an 8-year emerging global markets project with Princeton’s Burton Malkiel (author of the classic, “A Random Walk Down Wall Street”). In 2015, he consulted on three projects with firms producing six of ETF.com’s “15 Most Important ETFs”.
Community and pro-bono work also energize Jonathan’s work. He has coached 35+ seasons for youth sports teams and serves as an ASM for the Boy Scouts of America. He teaches CFA Exam Review courses and volunteers for the CFA-SF Continuing Education committee while also mentoring five finance professionals in the CFA Mentoring program. He is also a longtime Toastmasters member. As a father of a daughter, he has developed a special interest in empowering women of all ages to take control of their financial lives.
Jonathan holds a degree in Finance from Boston College and an MBA from Santa Clara University.
Jonathan’s Latest Insights
Global Market Commentary – February 2023
Global Equities roared into 2023 like a lion with the second-best January...
Global Market Commentary – January 2023
If there is a way to “bounce back” after a brutal 2022 that closed with...
Global Market Commentary – December 2022
2022 was a brutal year even if its final quarter was slightly less so....
Global Market Commentary November 2022
Global Equities marched 7.76% higher in November following October’s...
Global Market Commentary October 2022
Global Equities rallied 6.03% in October following September’s worst...