Masco Barrett IV, MBA

About

With a robust educational background in finance and criminal justice, this professional holds an MBA from SMU Cox School of Business and dual bachelor's degrees from Virginia Commonwealth University and Old Dominion University. Currently, they serve as a Senior Associate in Private Wealth Management at BNY Wealth, where they leverage over two years of experience in investment analysis and institutional asset management. Previously, they held the position of Chief Investment Officer/Chief Financial Officer at MLB Legacy Logistics, overseeing financial operations and investment strategies. Their career began at Fidelity Investments as an Associate in Institutional Asset Management, followed by a role as an Investment Analyst at J.P. Morgan. They are also an active member of the Association of African-American Financial Advisors, contributing to the advancement of African American financial professionals. Their diverse expertise spans investment management, wealth planning, and financial operations, making them a valuable asset in the financial services industry.

Experience

• Member · Association of African-American Financial Advisors09-01-2024

  The Association of African American Financial Advisors (AAAA) was created to address the needs and concerns of African American Financial Professionals. AAAA is a non-profit membership organization for African American financial advisors and affiliated professionals. We work in alliance with academic leaders at HBCUs that support financial planning degree programs, legislative and regulatory bodies, financial services firms and consumer interest organizations. AAAA fosters the value of financial planning and advances the financial planning profession.

• Senior Associate, Private Wealth Management · BNY Wealth05-01-2024

  BNY Mellon Wealth Management is among the nation's leading wealth managers, with more than 225 years' experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift programs, endowments and foundations. It is among the nation's top 10 wealth managers with an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management's expert capabilities encompass all areas of wealth management and are grounded in centuries of experience. We thoughtfully integrate our capabilities in a way that makes sense for each client, continually expanding our resources to meet future client needs. Our capabilities include: Investment Management, Wealth and Estate Planning, Private Banking, Asset Servicing and Information Management.

• Chief Investment Officer/Chief Financial Officer · MLB Legacy Logistics03-01-2021

  As Chief Investment Officer/Chief Financial Officer, likely responsible for overseeing the company's financial operations, investment strategies, and financial planning.

• Investment Analyst · J.P. Morgan05-01-2022 – 01-01-2024

  J.P. Morgan Private Bank is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). JPMorgan Chase Bank, N.A. and its affiliates offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc., a licensed insurance agency. The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile is intended for informational purposes only.

• Associate: Institutional Asset Management · Fidelity Investments06-01-2021 – 05-01-2022

  As an Associate in Institutional Asset Management, likely responsible for supporting the management of institutional client portfolios, conducting market research, and assisting in the development of investment strategies.

Education

• SMU Cox School of BusinessMaster of Business Administration - MBA, Finance
• Virginia Commonwealth UniversityBachelor of Science, Criminal Justice, Pre-Law Track
• Old Dominion UniversityBachelor's degree, Criminal Justice, Pre-Law Track
• Southampton AcademyHigh School Diploma

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