Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner & Chief Experience Officer
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.
Who inspired you to pursue your career in wealth management?
My Dad was a bond salesman. I grew up going to the trading floor and loved the energy. It prompted a love of the markets.
How is Cerity Partners different from other wealth management firms?
Cerity Partners has colleagues who can provide under one roof "one-stop-shopping" to help clients with all their financial needs. Our ability to provide true comprehensive wealth management with services in tax prep, planning, all investment advisory, estate and gift planning, and retirement planning. We also have a variety of unique talents and expanded networks that help us support all the needs of our clients across generations.
What does the world need now more than anything?
Ethical, trusted and creative leaders.
Was there a specific incident in your life that made it clear you were destined for a leadership role?
Building consensus and using empathy and communication to lead a group to take action was something I demonstrated early, as in getting the 4th grade chorus to protest the Hawaiian-themed holiday program. The staged walk-out was not well received by my mother or the choral director.
Partner & Chief People Officer
Tom Cohn, CFA
Partner & Chief Solutions Officer
Partner & Chief Financial Officer
Partner & Chief Operating Officer
Partner & Chief Revenue Officer
Partner, President & CEO
Partner & Chief Marketing Officer
Partner & Head of Partner Development
Partner & Chief Investment Officer
Partner & General Counsel
Larry Sussman, CFA
Partner & Head of Corporate Finance
Partner & Chief Client Officer
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