Perigon Wealth Management, LLC
Jonathan Masse has extensive experience in the financial industry, holding various roles such as Head of Portfolio Management at Perigon Wealth Management, Adjunct Professor at Santa Clara University, and Consultant at their own firm, MC-Squared. Jonathan has also worked as Chief Investment Officer at WaveFront Global Asset Management Corp and as a Senior Portfolio Manager at AlphaShares/Baochuan Capital Management. Prior to these roles, Jonathan was an International Portfolio Manager at Barclays Global Investors. With a strong background in finance and education, Jonathan brings a wealth of knowledge and expertise to their roles in the industry.
Perigon Wealth Management, LLC
Founded, owned and led by lifelong financial advisors, Perigon Wealth Management, LLC is an independent RIA firm that provides clients with peace of mind by identifying and implementing clear and customized plans to achieve the financial objectives necessary to realize their life goals. Additionally, Perigon Wealth Management offers financial advisors who join its platform a robust and flexible program that accommodates the widest possible array of affiliation structures and business models. With over $4 billion in client assets, Perigon Wealth Management is passionate about accelerating the business growth of its financial advisors and simplifying their operations, without sacrificing their independence. For more information, please visit https://perigonwealth.com/. Information provided is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Perigon Wealth Management's ("Perigon") advisory persons after entering into an advisory agreement and providing Perigon with all requested background and account information. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. Perigon is a registered investment advisor. More information about the firm can be found it its Form ADV Part 2 which is available upon request by calling 415-430-4140 or by emailing compliance@perigonwealth.com.