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Jonathan Masse
Options Strategist / Educational Enthusiast / Ethics Professor / Coach with a passion to see others "Level Up" & exceed their potential
Professional Background
Jonathan Masse is a highly accomplished financial expert with over 20 years of experience in navigating the complexities of the financial markets. As the Investment Strategist, Portfolio Manager, and Wealth Advisor at Perigon Wealth Management, LLC, Jonathan has established himself as a trusted guide for clients looking to capitalize on market volatility. His team's core philosophy is centered around helping clients not just endure the ups and downs of the markets, but strategically exploit them using innovative financial strategies tailored to meet each client’s unique goals. Jonathan's mission is to empower individuals to "level up" and embrace the challenges of managing their financial futures with confidence.
Before his current role, Jonathan honed his trading skills on the bustling floors of the Chicago and Pacific Exchanges, where he spent seven formative years trading options. Following his time in trading, Jonathan transitioned to a managerial role at Barclays Global Investors on the initial iShares Capital Markets team. He later moved to the Institutional Portfolio Management team, where he continued to develop his expertise. In 2007, Jonathan embarked on a significant eight-year project in emerging global markets alongside Princeton's Burton Malkiel, an esteemed author and economist known for his literary classic, "A Random Walk Down Wall Street." This collaboration has further enriched his knowledge and perspective on market dynamics and investment strategies.
In addition to his extensive professional experience, Jonathan has also consulted on multiple projects resulting in recognition for six ETFs as listed among ETF.com’s “15 Most Important ETFs.” These accomplishments highlight his ability to stay ahead of trends and identify opportunities within the financial sector.
Education and Achievements
Jonathan Masse's educational background lays a solid foundation for his impressive career in finance. He earned his MBA in Business from Santa Clara University, where he further sharpened his analytical skills and strategic thinking. His undergraduate studies were completed at Boston College's Carroll School of Management, where he majored in Finance with concentrations in Accounting and Mathematics. Additionally, Jonathan studied Mathematics at Providence College, which has undoubtedly contributed to his analytical prowess in financial analysis and portfolio management.
Jonathan’s professional journey is supported by continuous learning, as he has a background in academia as a former Adjunct Professor at Santa Clara University’s Leavey School of Business. His role as an instructor at UC Berkeley Extension, where he taught Risk Management with Financial Derivatives, reflects his commitment to sharing knowledge and mentoring the next generation of finance professionals.
Community Engagement and Mentorship
Jonathan's commitment to community service is evident through his extensive pro-bono work and volunteer efforts. He has dedicated over 35 seasons to coaching youth sports teams, fostering teamwork and resilience among young athletes. As an Assistant Scout Master for the Boy Scouts of America, Jonathan contributes his time and resources to help young people develop critical life skills.
In the finance realm, Jonathan is actively involved in the CFA community, teaching CFA Exam Review courses and participating on the CFA-San Francisco Continuing Education committee. He also dedicates time to mentorship, guiding five finance professionals through the CFA Mentoring program. His role as a longtime member of Toastmasters showcases his passion for effective communication and personal development.
Beyond his professional and community endeavors, Jonathan has a special interest in empowering women to take control of their financial lives. As a devoted father of a daughter, he understands the importance of financial literacy and self-advocacy for women of all ages, demonstrating his commitment to fostering a more equitable financial landscape.
Achievements
Jonathan Masse's career is marked by numerous achievements that underline his expertise and dedication to the finance industry. His extensive experience has positioned him as a sought-after professional for those in need of financial guidance. He has successfully advised various clients, including business owners, executives, retirees, and individuals looking for a second opinion on their financial strategies.
His innovative approach to financial management, combined with his extensive background in options trading and portfolio management, equips him with unique insights and strategies to manage market volatility effectively. Jonathan is particularly skilled in navigating the complexities of executive compensation, including ISOs, NQ awards, and RSUs, making him a valuable asset for professionals facing compliance trading restrictions.
Jonathan's endeavors in the financial sector have not gone unnoticed, as evidenced by his consulting projects that contributed to the recognition of important ETFs in the industry. His multidisciplinary approach—fusing market knowledge, teaching acumen, and passionate community involvement—reinforces his reputation as a leading financial strategist.
In summary, Jonathan Masse is a dynamic and versatile financial professional whose expertise, academic background, and community involvement make him a go-to resource for anyone looking to enhance their financial health. His mission to empower clients, dedication to mentoring others, and rich experience in finance make him an invaluable partner in navigating the intricacies of the market.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.
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