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.
Global equities slipped 2.79% in August, yet the MSCI All Country World Index’s (ACWI) year-to-date gain still stands at an impressive 14.80% over the first eight months of the year.
Global stocks added 3.66% in July to bring their 2023 return to 18.11% YTD – marking the MSCI All Country World Index’s (ACWI) best year-to-date gain since 2009 when markets recovered from the global financial crisis.
Global stocks rallied to finish the month up 5.81% and the quarter up 6.18%, and closing the first half of 2023 up 13.93%. It was the second-best start to a year since the inception of the