Stephen Masterson Email & Phone Number
Chief Financial Officer @ Signature Estate & Investment Advisors, LLC
Stephen Masterson Location
Santa Barbara, CA, US
Stephen Masterson Work
- 2025 - now Chief Financial Officer @ Signature Estate & Investment Advisors, LLC
- 2021 - now Official Member, Forbes Finance @ Forbes Finance Council
- 2020 - now NACD Member and Holder of Directorship Certification (NACD.DC) @ NACD (National Association of Corporate Directors)
- 2025 - now Member, Leadership Council @ The CFO Leadership Council
- 2013 - 2025 Principal @ SM+Co LLC
- 2024 - 2025 Interim Chief Financial Officer @ Integro Bank
- 2017 - 2022 U.S. Practice Leader, Financial Institutions and Specialty Finance Industry @ BDO USA, LLP
- 2012 - 2018 Chief Credit Officer, Charles Schwab Bank @ Charles Schwab
- 2012 - 2016 U.S. Board Member, California International Bank @ Saigon-Hanoi Bank
- 2008 - 2016 Board of Trustees, Chair of the Audit Committee @ Santa Barbara Botanic Garden
Stephen Masterson Education
- University of California, Berkeley - School of Law
Credential in Sustainable Capitalism and ESG
2021 - 2022 - Northwestern University - Kellogg School of Management
Credential in Sales and Business Development
2021 - 2022 - Columbia Business School
Credentials in: i) Digital Strategies for Business (ii) Crisis Leadership, and iii) Quantitative Data Analytics)
2017 - 2020
- Harvard Business School
Credentials in: i) Negotiation, and ii) Disruptive Strategy (HBX)
2018 - 2020 - Cornell University
Credential in Psychology of Leadership (eCornell)
2017 - 2018 - Southern California Leadership Network
Nonprofit Board Governance (Riordan Volunteer Leadership Development Program)
1997 - 1998 - The University of Alabama
Bachelor of Science in Commerce and Business Administration (Accounting and Finance)
1988 - 1992
Stephen Masterson Skills
- Risk Management
- Executive Management
- Mergers & Acquisitions
- Strategy
- Accounting
- Auditing
- Managerial Finance
- Internal Audit
- Budgeting
- Board of Directors
Stephen Masterson Summary
Stephen Masterson, based in Santa Barbara, CA, US, is currently a Chief Financial Officer at Signature Estate & Investment Advisors, LLC. Stephen Masterson brings experience from previous roles at Forbes Finance Council, NACD (National Association of Corporate Directors), CFO Leadership Council and SM+Co LLC. Stephen Masterson holds a 2021 - 2022 Credential in Sustainable Capitalism and ESG @ University of California, Berkeley - School of Law. With a robust skill set that includes Risk Management, Executive Management, Mergers & Acquisitions, Strategy, Accounting and more. Stephen Masterson has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Signature Estate & Investment Advisors, LLC Employees
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33
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Stephen Masterson
Chief Financial Officer at Signature Estate & Investment Advisors, LLC
Santa Barbara, CA, US42 -
25
-
Paul Taghibagi
Senior Partner at Signature Estate & Investment Advisors, LLC
Los Angeles, CA, US23 -
Gary Liska
Founding Partner at Signature Estate & Investment Advisors, LLC
Los Angeles, CA, US14 -
Eric Pritz
Senior Partner at Signature Estate & Investment Advisors, LLC
Manhattan Beach, CA, US33 -
25
-
John Keenan
Partner at Signature Estate & Investment Advisors, LLC
Kensington, MD, US14 -
25+
-
Michael Dejohn
Partner at Signature Estate & Investment Advisors, LLC
Cleveland, OH, US25+ -
Len Hirsh
Partner at Signature Estate & Investment Advisors, LLC
Hermosa Beach, CA, US23
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