Jonathan Masse

Jonathan Masse, CFA®, is a senior investment strategist, wealth advisor and lecturer in finance at Rice Business. Bringing more than 25 years of experience to his role at Perigon, his 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. Masse 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, Masse began an eight-year emerging global markets project with Burton Malkiel, Princeton University professor and author of the classic, “A Random Walk Down Wall Street.” In 2015, Masse consulted on three projects with firms producing six of ETF.com’s “15 Most Important ETFs.”

Masse has also contributed to community and pro-bono work throughout his career. He has coached 35+ seasons for youth sports teams and serves as an assistant scoutmaster 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. Masse 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.

Masse holds a degree in finance from Boston College and an MBA from Santa Clara University.