Jonathan Masse, CFA®️, Sr. Investment Strategist / Wealth Advisor brings more than 30 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”.
He began teaching ~20 years ago as a “side hobby”, and currently serves as an Adjunct Professor teaching “Risk Management with Financial Derivatives” at UC Berkeley, and “Futures & Options” in the Rice University Online MBA program.
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 is also a longtime Toastmasters member, runs the annual Cancer Support Community Pickleball fundraiser, and was a two-time “Volunteer of the Year” for the CFA-SF Chapter, where he headed the Continuing Education committee and mentored over a dozen mentees over the years as part of the CFA-SF mentoring program.
Jonathan holds a degree in Finance from Boston College and an MBA from Santa Clara University.
