Masha Hodi

Masha is the firm’s Chief Experience Officer and a Partner based in our Denver office. As the head of Practice Management, she is responsible for the intersection of human capital and data management. 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 Executive Committee. She’s also led the Personnel Development and Succession Planning Committees. With over twenty 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.