Masha is the firm’s Chief Administrative Officer and a Partner based in our Denver office. As the head of Practice Management, she is responsible for the intersection of human capital, data management and marketing. Masha helps client-facing advisors optimize their practices by focusing on client retention, acquisition and experience. Organic growth is the key objective. Masha is a member of the firm’s Operating Committee and Executive Committee. She’s also led the Personnel Development and Succession Planning Committees. With over fifteen years of experience in financial services, Masha brings client-facing experience and passion to business management.
Masha started her career in the Bank One Scholar Program, a rotational management program, which included a full scholarship to business school. Upon graduating, she accepted a permanent position marketing interest-rate derivatives to middle-market clients. Following the Bank One/JPMorgan merger, Masha moved to JPMorgan Europe to head up surveillance on an $8 billion structured investment vehicle, and then joined the investment desk of Wharton Asset Management (London) as a portfolio manager. She moved to Los Angeles to become one of three portfolio managers for Terwin Money Management, specializing in structured products. The 2008 financial crisis presented a career change opportunity, and Masha returned to JPMorgan joining the Financial Leaders team in private wealth management.
Masha earned her Bachelor of Business Administration in Finance and International Business from the University of Iowa and her Master of Business Administration from Northwestern University’s Kellogg Graduate School of Business. She is a member of Vistage and the Society for Human Resource Management (SHRM).
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