Jake Masterson

Jake Masterson, CFA, is an experienced finance professional currently serving as an Institutional Services Associate Advisor at Buckingham Strategic Wealth since June 2017, where the focus is on delivering comprehensive wealth management services. Prior to this role, Jake held positions including Investment Analysis Associate at Schweitzer UMC from March 2014 to May 2017, Program Coordinator at Buckingham Family of Financial Services in June 2016, and Wealth Management Intern at Pulaski Bank from May to December 2015. Jake earned a Bachelor of Science in Finance from Missouri State University, graduating in 2017.