Jeff Mason
Partner / Director/ Institutional Fixed Income Sales & Trading at CINCaP Investment Group
- Role
- Partner Director Institutional Fixed Income Sales & Trading at Cincap Investment Group at Cincap Investment Group
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Jeff Mason
Mr. Mason is a Director / Partner in the Indianapolis office responsible for dealer, institutional and high net worth individual fixed income sales and secondary trading. He has worked 48 years in the financial services industry, including 41 in institutional fixed income. He has extensive experience in 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 profits, 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).
Experience
Partner Director Institutional Fixed Income Sales & Trading at Cincap Investment Group
Jan 2021 — Present · Indianapolis, IN, US
Education
Indiana University Bloomington
BS, Finance
1973 — 1977
Skills
- Series 63
- Fixed Income
- Bonds
- Finra
- Portfolio Management
- Asset Managment
- Strategic Planning
- Institutional Sales
- Series 7
- Asset Management
- Investments
- Financial Analysis
- Finance
- Asset Allocation
- Capital Markets
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