Beverly Mascari

720-738-0537

Beverly Mascari’s career in finance began on a chairlift in Winter Park, Colorado. At 19, a close family friend invited her to intern at his municipal bond practice in Chicago, and after one summer on the trading desk she was hooked. She went on to earn her Bachelor of Finance from Wheaton College and joined Griffin, Kubik, Stephens & Thompson full time, spending two years as a Trading Desk Assistant before moving into an Institutional Sales Representative role for the next five years.

Beverly later stepped away from the industry to raise four children, then returned to finance at First Trust Advisors in Wheaton, Illinois, where she worked as an Internal Wholesaler and subsequently as an assistant to a Portfolio Management team. Across a career spanning more than 17 years, she has built a clear sense of what she does best: listening carefully to clients, translating complex market dynamics into meaningful guidance, and showing up every day as a trusted, dependable resource. She holds Series 7, Series 65, and Series 66 registrations along with her SIE.

What drew Beverly to Virtuent of TSG Wealth Management was the practice’s founding principle of putting clients’ interests above all else, a commitment she recognized immediately as the right fit for how she has always approached her work. She joins Virtuent’s Denver, Colorado office and is eager to build lasting relationships with the clients and colleagues she will serve.

Beverly grew up in Illinois, where Colorado mountain vacations were a cherished family tradition. Moving to Colorado in the summer of 2026 fulfilled a lifelong dream. Outside the office, she is passionate about her faith and believes deeply in helping children know they are valued. When she is not working, she can be found on the slopes in winter or in her garden come summer, and she is a devoted Chicago Cubs and Bears fan.