Jeff Mash
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Jeff Mash Email & Phone Number

Managing Director | Senior Portfolio Management Director | Financial Advisor at Morgan Stanley
Location: Greater Seattle Area, United States 2 work roles 1 school
2 work emails found @morganstanley.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email j****@morganstanley.com
LinkedIn Profile matched
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Current company
Role
Managing Director | Senior Portfolio Management Director | Financial Advisor
Location
Greater Seattle Area, United States
Company size

Who is Jeff Mash? Overview

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Quick answer

Jeff Mash is listed as Managing Director | Senior Portfolio Management Director | Financial Advisor at Morgan Stanley, a with 501 employees, based in Greater Seattle Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Jeff Mash.

Jeff Mash previously worked as Certified Public Accountant at Johnson & Shute. Jeff Mash holds Bachelors Degree, Double Major In Business And Accounting from Western Washington University.

Company email context

Email format at Morgan Stanley

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jmash@morganstanley.com
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AeroLeads found 2 current-domain work email signals for Jeff Mash. Compare company email patterns before reaching out.

Profile bio

About Jeff Mash

After a successful early career as a CPA, I followed my passion for investing and financial planning to become a portfolio manager and managing director at Morgan Stanley. The Mash Group at Morgan Stanley has over 100 years* of combined experience in the financial services industry. We combine world class asset management with experienced portfolio management to develop comprehensive wealth management plans that address your family's unique needs and goals. Our experienced and objective process allows our clients the freedom to live the lifestyle they choose, while we help them work toward achieving financial independence and a secure financial future.It is our goal to cultivate deep relationships with affluent high net worth investors to act as their Chief Financial Officer and help clients achieve financial independence while working with them to quarterback every financial challenge they may face along the way. Areas of focus:Portfolio Management, Wealth Management, Retirement Planning, Asset Allocation, Investment Advisory, Alternative Investments, Mutual Funds, Investments, Investment Strategies, Strategic Financial Planning, Equities, SecuritiesNMLS# 1282843*Please see my team website, http://www.morganstanleyfa.com/themashgroup for details about the members, their functional titles and their individual years of experience.

Current workplace

Jeff Mash's current company

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Morgan Stanley
Morgan Stanley
Managing Director | Senior Portfolio Management Director | Financial Advisor
New York City
Employees
501
AeroLeads page
2 roles · 46 years

Jeff Mash work experience

A career timeline built from the work history available for this profile.

Managing Director | Senior Portfolio Management Director | Financial Advisor

Current

New York, Ny, Us

©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-mash-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Asset Allocation does not guarantee a profit or protect against a loss in a declining financial market.NMLS#: 1282843

1984 - Present ~42 yrs 6 mos

Certified Public Accountant

Johnson & Shute
1981 - 1984 ~3 yrs
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 501 employees →

1 education record

Jeff Mash education

  • Western Washington University
    Western Washington University
    Double Major In Business And Accounting
FAQ

Frequently asked questions about Jeff Mash

Quick answers generated from the profile data available on this page.

What company does Jeff Mash work for?

Jeff Mash works for Morgan Stanley.

What is Jeff Mash's role at Morgan Stanley?

Jeff Mash is listed as Managing Director | Senior Portfolio Management Director | Financial Advisor at Morgan Stanley.

What is Jeff Mash's email address?

AeroLeads has found 2 work email signals at @morganstanley.com for Jeff Mash at Morgan Stanley.

Where is Jeff Mash based?

Jeff Mash is based in Greater Seattle Area, United States while working with Morgan Stanley.

What companies has Jeff Mash worked for?

Jeff Mash has worked for Morgan Stanley and Johnson & Shute.

Who are Jeff Mash's colleagues at Morgan Stanley?

Jeff Mash's colleagues at Morgan Stanley include Danielle Cidade, Adil Nussipov, Brandon Katz, Lacy Foreman Labbe, and Charles Ramser.

How can I contact Jeff Mash?

You can use AeroLeads to view verified contact signals for Jeff Mash at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did Jeff Mash attend?

Jeff Mash holds Bachelors Degree, Double Major In Business And Accounting from Western Washington University.

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