Jonathan's Bio
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 Insights
Global Market Commentary – December 2024
Global stocks ended 2024 on a down note falling 2.37% in December and slipping 0.99% in the fourth quarter, but still posted an impressive 17.49% gain for the year. The MSCI All Country World Index’s (ACWI) finished off just 3.64% from its all-time high it made on...
Global Market Commentary – November 2024
Global stocks closed November at a new all-time high as the MSCI All Country World Index’s (ACWI) jumped 3.74% MTD to bring YTD returns to 20.34% so far in 2024.
Global Market Commentary – October 2024
Global equities made two new all-time highs in October, yet the MSCI All Country World Index’s (ACWI) finished down 2.24% on the month, bringing the global benchmark for stocks to up 16.00% on the year.