Jeff Mason
Director of BQ Institutional Sales | Partner

Jeff is responsible for dealer, institutional and high-net-worth individual fixed income sales and secondary trading. Serving over 43 years in the financial services industry, including 36 years in institutional fixed income, he holds extensive experience in municipal bonds, U.S. agencies, mortgage backed securities, corporate bonds and money market instruments. Jeff also holds a diverse client base consisting of bank portfolios, trust departments, corporations, investment managers and advisors, not for profits, public entities and individual investors. In a prior role, he managed the safekeeping custody department and several banking centers for a Midwest regional bank.

Jeff holds a Bachelor of Science in Finance from Indiana University. He also holds the FINRA designations General Securities Representative (Series 7), Uniform Securities Agent (Series 63) and General Securities Principal (Series 24).

p: 317.678.9211
e: jmason@cincapinvestmentgroup.com