Jonathan Masse

Jonathan Masse is the Head of Portfolio Management and Trading and Investment Solutions at Perigon Wealth Management, LLC, where he oversees portfolio management, investment strategy, and trading operations for client accounts. He drives asset allocation decisions and provides leadership across the firm’s investment solutions, focusing on constructing bespoke portfolios that balance risk and return. His recent work includes authoring global market commentaries covering equities, fixed income, and alternative investments, with a particular focus on publicly traded securities and alternative asset classes such as real estate and private credit.

Jonathan brings over 25 years of institutional and wealth management experience, having previously served in multiple high-level investment roles. In addition to his current position at Perigon, he is an Adjunct Professor at Rice University and has been a long-standing instructor at UC Berkeley Extension, where he teaches risk management and financial derivatives. These academic roles underscore his expertise in portfolio theory, risk management, and derivatives, blending practical industry insight with academic rigor.

He holds degrees from Santa Clara University, Harvard Business School, Boston College Carroll School of Management, and Providence College, and is recognized as a CFA® charterholder. Jonathan is known for his thought leadership in global equity markets, fixed income strategies, and alternatives, regularly contributing market commentary and insights to both clients and professional forums.