Michael Masterson, Cipm
About Michael Masterson, Cipm
Michael Masterson is a Manager of Portfolio Analytics at Geode Capital Management in Boston, Massachusetts, where he has worked since 2014. He has over a decade of experience in financial analysis and management, having previously held positions at Batterymarch Financial Management and other financial institutions.
Work at Geode Capital Management
Michael Masterson has served as the Manager of Portfolio Analytics at Geode Capital Management since 2014. In this role, he is responsible for overseeing portfolio performance and analytics, ensuring that investment strategies align with client objectives. Geode Capital Management is based in Boston, Massachusetts, and specializes in providing investment management services. Masterson's tenure at the firm has spanned over 10 years, during which he has contributed to the development and implementation of analytical frameworks that support investment decision-making.
Previous Experience in Financial Services
Before joining Geode Capital Management, Michael Masterson held several positions in the financial services sector. He worked as a Performance Analyst at Batterymarch Financial Management from 2008 to 2014, where he focused on analyzing investment performance metrics. Prior to that, he was a Performance Analyst at Loring, Wolcott & Coolidge from 2004 to 2007. He also gained experience as a Sr. Custody Fund Accountant at Mellon Financial from 2001 to 2004 and served as a Recruiting Manager at Robert Half Financial Services for a brief period in 2007-2008.
Education and Expertise
Michael Masterson earned his degree from the College of the Holy Cross, where he studied from 1997 to 2001. His educational background has provided him with a solid foundation in finance and analytics, which he has applied throughout his career in various roles within the financial services industry. Masterson holds the CIPM designation, indicating his expertise in investment performance measurement and analysis.
Career Timeline
Michael Masterson's career in finance spans over two decades, beginning with his role as a Sr. Custody Fund Accountant at Mellon Financial from 2001 to 2004. He then transitioned to Loring, Wolcott & Coolidge as a Performance Analyst until 2007. After a brief stint as a Recruiting Manager at Robert Half Financial Services, he continued his career as a Performance Analyst at Batterymarch Financial Management from 2008 to 2014. Since 2014, he has been with Geode Capital Management, where he currently holds the position of Manager of Portfolio Analytics.