John B. Masterson
As a securities trader, Breck executes purchases and sales of equity, fixed income, and mutual fund securities. He also ensures the accuracy of trade settlements and maintains our relationships with underwriters and sell-side research to ensure access to securities offerings and research.
Breck joined the firm from Professional Planning Group, where he was Director of Research. Earlier, he worked at JP Morgan as a Risk Fund Accounting Manager. He brings over 30 years of experience to the firm.