Mason Williams has more than 23 years of financial market experience working with clients to develop thoughtful investment strategies that help them achieve their financial goals. He works with an extensive nationwide list of clients that include high-net-worth families, entrepreneurs, businesses and charitable foundations. Mason’s career experience has led to leadership roles on several Investment Committees. These committees are responsible for portfolio strategy, investment manager selection and asset allocation.
Mason specializes in creating customized portfolio solutions for high-net-worth individuals and families. He uses an open architecture and financial planning framework. Beyond investment management, Mason brings deep knowledge in trust administration, fiduciary compliance and business development.
Mason holds a Master’s degree in Finance from the University of Miami and a B.S. from Arizona State University. Mason Williams is also an avid golfer and supports organizations such as the Chapman Partnership, the Cystic Fibrosis Foundation, and the Susan G. Komen Foundation.