Presentation: Options Trading and Wealth Management: Manufacturing Money & Sleep

Monday, 4/26/2021
10:00 - 11:30
Virtual Library

Online Services
San Francisco, CA 94102
United States

Learn how to buy low & sell high in the options market with institutional strategies - explained with good humor & sound financial knowledge. This program is for people with intermediate to advanced investing skills. Presented by Jonathan Masse, CFA. 

Jonathan Masse is an Investment Strategist for Perigon Wealth Management, a Registered Investment Advisor. He began his career in 1994, cutting his teeth as a market-maker on the floor of the CBOE and PSE options exchanges. In 2001, he joined Barclays Global Investors as they launched their iShares product set, and he managed over $30 billion in institutional Emerging Markets portfolios. In 2007, he partnered with Burton Malkiel of Random Walk fame on ETFs and hedge funds as part of an eight year project. He began his own consultancy in 2015, and worked with three firms who produced six of’s “15 most important ETFs”. A star project of his was the launch of WisdomTree’s first options-based strategy: The WisdomTree CBOE/S&P500 Put-write Fund (ticker: PUTW). He transitioned his options expertise into “Wealth Management with Options” at Perigon in July 2019 with a focus on risk-compensating solutions to high network individuals and institutional clients. 

Connect with Jonathan Masse: LinkedIn | Facebook

An ongoing series of virtual programs focused on supporting job and career seekers, personal finance needs and small business resources.

This program is sponsored by Friends of the San Francisco Public Library.

Attending Programs

Questions about the program or problems registering? Contact For accommodations (such as ASL interpretation or captioning), call (415) 557-4557 or contact Requesting at least 72 hours in advance will help ensure availability.

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