Ross Sinclaire & Associates
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Jeff Mason
Job Title
DivisionBrokerage Services
BiographyMr. Mason joined RSA in 2006. He is responsible for institutional and high net worth individual investment sales. He has 38 years’ experience in the financial services industry, including 30 in institutional investment sales and balance sheet strategies for a regional office of a major national broker dealer. He has extensive experience in the sale of municipal bonds, U.S. agencies, mortgage backed securities, corporate bonds and money market instruments. His diverse client base consists of bank portfolios, trust departments, corporations, investment managers and advisors, not for profit, public entities and individual investors. Mr. Mason previously managed the safekeeping custody department and several banking centers for a Midwest regional bank. He holds a B.S. in finance from Indiana University and the FINRA designations of General Securities Representative (Series 7), Uniform Securities Agent (Series 63) and General Securities Principal (Series 24).