Jonathan Masse Email & Phone Number
Head of Portfolio Management and Trading and Investment Solutions @ Perigon Wealth Management, LLC
5 free lookup(s).
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 @
- 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 and 1 mobile phone numbers on RocketReach.
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Top Perigon Wealth Management, LLC Employees
Jonathan Hoy
President - Corporate Development
Palo Alto, CA, US
Jonathan Masse
Head of Portfolio Management and Trading and Investment Solutions
California, United States
Andrew Bellak
Partner | Wealth Advisor
Amherst, MA, US
Rory Shusted
Chief People Officer
Atlanta, GA, US
Jason Condon
Partner | Wealth Advisor
New York, NY, US
Beth Bosworth
Head of Wealth Planning, Wealth Advisor
Atlanta, GA, US
Sandra Kerr
Partner and Wealth Advisor
Troy, MI, US
David Bauer
Partner
New York, NY, US
Philip Hart
President and Chief Investment Officer
San Francisco, CA, US
Doug Wheat
Partner, Wealth Advisor
Northampton, MA, US
Thomas Brown
Partner, Wealth Advisor
Syracuse, NY, US
Jeremy Paul
President and Partner
New York, NY, US
Rafia Hasan
Chief Investment Officer
Chicago, IL, US
David Scarpello
Chief Financial Officer
Wakefield, MA, US
Maria Daley
Head of Advisor Success
Tampa, FL, US
Eli Rauch
Managing Partner
New York, NY, US
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