Heartland Bank Promotes Patrick Masso to Senior Vice President and Director of Portfolio Management & Financial Planning
September 16, 2022
Heartland Bank and Trust Company proudly announces the promotion of Patrick Masso to Senior Vice President and Director of Portfolio Management & Financial Planning in the bank’s Wealth Management division.
About Patrick
Under Patrick's leadership, the Heartland Bank Wealth Management investment strategies have consistently eclipsed benchmarks and helped clients meet goals through tax-efficient asset growth. In addition, Patrick has led the initiative to make Financial Planning a cornerstone of the client relationship experience. Patrick, who joined the bank in 2016, is located at the 200 W. College Avenue, Normal location.
Patrick holds a Bachelor of Science degree in Finance from Bradley University, where he finished first in his class. He received the 2011 Outstanding Finance Graduate Award and the 2011 Foster College of Business Administration 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 CFA charter in August 2016.
A Peoria native, Patrick and his wife Caroline, have three children and are expecting their fourth.
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