Jonathan Masse Email & Phone Number
Head of Portfolio Management and Trading and Investment Solutions @ Perigon Wealth Management, LLC
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Jonathan Masse Location
- California, United States
Jonathan Masse Work
- 2018 -now Head of Portfolio Management and Trading and Investment Solutions @
- 2022 -now Adjunct Professor @
- 2005 -now Instructor UC Berkeley Extension - Risk Management with Financial Derivatives @
- 2015 -now Consultant, ETF Specialist, Options Strategist, Educator @ Masse Capital Markets Consulting (MC)-Squared
- 2013 -2015 Chief Investment Officer @
- 2007 -2013 Senior Portfolio Manager @
- 2011 -2013 Professional Model @ Boom Talent Agency
- 2001 -2007 International Portfolio Manager and iShares Capital Markets @
- 1996 -2001 PSE Options Floor Trader and Market Maker @
- 1994 -1996 CBOE Options Floor Trader and Market Maker @
Jonathan Masse Education
- Santa Clara University
MBA (Business)
1999-2002 - Harvard Business School
(Futures, Options & Financial Derivatives)
1994-1994 - Boston College Carroll School of Management
Bachelors (Finance Major with concentration in Accounting and Mathematics)
1990-1993 - Providence College
(Mathematics)
Jonathan Masse Skills
- Direct Indexing
- Operational Risk Management
- Derivatives Trading
- Global Investment Management
- Orion
- Options Strategies
- Stock Compensation
- Financial Risk Management
- International Capital Markets
- Corporate Social Responsibility
- Ethical Decision Making
- International Economics
- Environmental Policy
- Corporate Governance
- Options
- Investment Strategies
- Alternative Investments
- Risk Management
- Capital Markets
- Portfolio Management
- Hedge Funds
- Equities
- Investments
- Bloomberg
- Asset Allocation
- Asset Management
- Derivatives
- Strategy
- Trading
- Valuation
- Financial Analysis
- Mutual Funds
- Emerging Markets
- Private Equity
- Corporate Finance
- Fixed Income
- Start-ups
- Financial Modeling
- Strategic Planning
- Finance
- Fire Eating
- Teaching
- Quantitative Analytics
- Series 7
- ETFs
- Sickness Absence Management
- Economics
- Cookies
- Public Speaking
- Project Management
- Management
- Key Client Relationships
- Microsoft Office
- Business Development
- Start Ups
Jonathan Masse Summary
- Jonathan Masse, based in California, United States, is currently a Head of Portfolio Management and Trading and Investment Solutions at Perigon Wealth Management, LLC. Jonathan Masse brings experience from previous roles at Rice University, UC Berkeley Extension, Masse Capital Markets Consulting (MC)-Squared and WaveFront Global Asset Management Corp.. Jonathan Masse holds a 1999 - 2002 MBA in Business @ Santa Clara University. With a robust skill set that includes Direct Indexing, Operational Risk Management, Derivatives Trading, Global Investment Management, Orion and more. Jonathan Masse has 5 emails on RocketReach.
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Thomas Brown
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Rafia Hasan
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David Scarpello
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