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Patrick V. Masso, CFA®, CFP®

Senior Vice President, Director of Portfolio Management & Financial Planning

Patrick V. Masso, CFA®, CFP®

Contact Information

Patrick V. Masso, CFA®, CFP®
309-664-4504
Email Patrick*
Normal, IL - West College Avenue

About Patrick

Bio

Patrick Masso, senior vice president and director of portfolio management and financial planning, joined the Wealth Management Division of Heartland Bank and Trust Company in 2016. He is responsible for designing and overseeing the portfolio management and financial planning process, with direct accountability for more than $1 billion of investments. Patrick has a passion for financial planning and invests time meeting with clients to develop personalized financial strategies to achieve their unique goals. Additionally, Patrick produces economic, investment and financial planning publications and presentations.

A Peoria native, Patrick earned his Bachelor of Science degree in finance from Bradley University, finishing first in his class. In 2011, he received the Outstanding Finance Graduate Award and the Foster College of Business Administration’s Robert J. Saner Award in Business Administration.

Patrick served as a board member of the Better Business Bureau of Central Illinois from 2015-2018. He was awarded the Charted Financial Analyst (CFA®) charter in 2016 and obtained the Certified Financial Planner (CFP®) designation in 2023.

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