Patrick V. Masso, Cfa®, Cfp®
About Patrick V. Masso, Cfa®, Cfp®
Patrick V. Masso, CFA®, CFP®, is the Senior Vice President and Director of Portfolio Management & Financial Planning at Heartland Bank and Trust Company. He leads manager research due diligence and chairs several investment committees while managing a significant equity portfolio.
Current Role at Heartland Bank and Trust
Patrick V. Masso serves as the Senior Vice President and Director of Portfolio Management & Financial Planning at Heartland Bank and Trust Company. He has held this position since 2022, working primarily in the Peoria and Bloomington-Normal, Illinois areas. In this role, he manages a large cap individual domestic equity portfolio exceeding $100 million and leads the manager research due diligence process for various investment fund managers. He also chairs the Trust Investment Committee and is a member of the Trust Management Committee.
Previous Experience at South Side Trust & Savings Bank
Before his current role, Patrick worked as a Trust Investment Officer at South Side Trust & Savings Bank from 2015 to 2016. His tenure at this institution lasted one year and took place in Peoria, Illinois. This experience contributed to his expertise in portfolio management and financial planning.
Education and Expertise
Patrick V. Masso earned a Bachelor of Science (B.S.) in Finance from Bradley University, where he studied from 2008 to 2011. His educational background provides a strong foundation for his work in financial planning and investment management. He holds the CFA® and CFP® designations, indicating his advanced knowledge and commitment to the financial services industry.
Professional Contributions and Committees
In addition to his primary responsibilities, Patrick serves as the chair of the HBT Financial 401(k) Investment Committee and participates in the Non-Deposit Investment Product Committee. He produces economic and investment update publications and delivers investment presentations to target audiences, showcasing his commitment to client education and informed investment strategies.
Career at Heartland Bank and Trust Company
Patrick has a significant history with Heartland Bank and Trust Company, having worked there from 2016 to 2022 as Vice President and Portfolio Management & Financial Planning Team Leader. During this six-year period, he designed and implemented strategic business practice improvements, including advancements in technology stack infrastructure, further enhancing the bank's financial service offerings.