Jesse Masterson
About Jesse Masterson
Jesse Masterson is a Senior Retirement Plan Consultant at UBS Financial Services, where he has worked since 2007. He specializes in developing innovative retirement plan solutions and simplifying fiduciary responsibilities for plan management.
Work at UBS
Jesse Masterson has been employed at UBS Financial Services since 2007, serving as a Senior Retirement Plan Consultant for 17 years. In this role, he utilizes the resources and capital strength of UBS to enhance the effectiveness of retirement plan strategies. His work focuses on simplifying the role of plan fiduciaries by providing guidance on critical issues and improving plan management.
Previous Experience at Bear Stearns
Before joining UBS, Jesse Masterson worked at Bear Stearns as a Retirement Plan Consultant for a period of 7 months in 2007. This experience contributed to his foundational knowledge in retirement planning and consulting, which he has built upon in his subsequent role at UBS.
Education and Expertise
Jesse Masterson studied at the Yale School of Management, where he completed the A CIMA® Certification Registered Education Program, achieving expertise in Investment Management Theory and Practice in 2018. He also holds a Bachelor of Science in Business Administration with a concentration in Finance from the Questrom School of Business at Boston University, where he studied from 2003 to 2007.
Innovative Solutions in Retirement Planning
Throughout his career, Jesse Masterson has been involved in developing innovative solutions for retirement plans. He leverages insights gained from extensive research and experience to create strategies that address the evolving needs of retirement plan participants and fiduciaries.