Our new members Masterson Advisors have been having a great summer, with recognition as one of Texas’ newest Blue Chip companies and their new advances in company leadership.
Formerly with First Southwest, Julie Peak made the move to Masterson Advisors and is now one of their newest Managing Directors. She was at First Southwest for 22 years and made the move to Masterson and provides financial advisory services to municipal utility districts, levee improvement districts, water, control and improvement districts. Clients include major master planned communities and other residential and commercial communities.
“The opportunity to invest in, and receive partial ownership of, the company is something firms just don’t do anymore,” said Peak. “That’s something we wanted to offer our younger employees and prospective employees that they simply won’t find anywhere else.”
Ed Stull joined the Masterson team in early July of this year, after 32 years of banking experience. He specializes in providing municipal advisory services for issuers of tax-exempt bonds including: cities, counties, transportation authorities, special districts, CRAs and not-for-profit organizations.
He earned his Bachelor of Science in Business Administration in Finance from University of Florida, Gainesville and is bringing that knowledge and experience with him to the Masterson team.
Congratulations to you both, Masterson Advisors is lucky to have you. Read more on their additions to the team.