Managing Director, Chief Investment Officer
D: (786) 497-1214
Fax: (786) 955-2196
Mason Williams has more than 12 years’ experience building investment strategies and managing institutional multi-asset class portfolios for high-net worth private clients, families and foundations. Mason’s recent experience has been in South Florida as the Chief Investment Officer for a Trust and Wealth Management division for a well-known community bank. In his capacity there, Mason chaired the Asset Management Committee, which handled implementing portfolio strategy and allocation.
Mason specializes in customizing portfolio solutions for high net worth individuals and families by using an open architecture framework. Having a career fully dedicated to fiduciary investment services, Mason has extensive knowledge and experience in trust administration, compliance and business development.
His academic training is in finance, with a Master’s degree from the University of Miami and a B.S. from Arizona State University. Mason is an avid golfer and has been involved with charitable organizations such as the Cystic Fibrosis Foundation and the Susan G. Komen Foundation.