Stephen Masterson

Stephen Masterson

Risk Advisory Services Managing Director; National Industry Leader - Financial Institutions & Specialty Finance

CPA, CGMA

BDO Los Angeles Office

310-203-1281

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Executive Summary

Stephen is BDO’s U.S. Practice Leader for the Financial Institutions and Specialty Finance Industry Group across Assurance, Advisory, and Tax. He also serves in a dual role as the West Region Practice Leader for Risk Advisory Services. In these roles, Stephen is responsible first and foremost for client service and delivery. He is also responsible for strategy, risk management, business development, and technical guidance.

Stephen’s background includes 26 years of combined experience in public accounting, advisory services, and industry. This includes 17 years in Big 4 and Global 7 public accounting firms as an Audit Partner and a Consulting Partner, six years as the Chief Financial Officer and Chief Operating Officer for two publicly-held financial institutions, and three years as the Senior Banking Officer and Chief Credit Officer for a Fortune 500 financial services firm. He also served for two years on the Board of Directors for the U.S. subsidiary of the largest bank in Vietnam.

Stephen’s clients have included a variety of middle market and Fortune 500 companies across a broad range of financial services related industries including asset management, brokerage, financial institutions, fintech, technology, and a few others.

Professional Affiliations

American Institute of Certified Public Accountants
California Society of Certified Public Accountants
Institute of Internal Auditors

Education

B.S., Commerce and Business Administration with a Major in Accounting, The University of Alabama
Certificate Degree, Digital Strategies for Business, Columbia Business School
Certificate Degree, Negotiation, HBX Harvard Business School
Certificate Degree, Psychology of Leadership, Cornell University