Mason has more than 23 years of financial market experience working with clients to develop thoughtful investment strategies to 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 for various Investment Committees that are responsible for portfolio strategy, investment manager selection and asset allocation.
Mason specializes in customizing portfolio solutions for high-net-worth individuals and families by using an open architecture and financial planning framework. In addition to investment management, Mason has extensive knowledge and experience in trust administration, fiduciary 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 is involved with charitable organizations such as the Chapman Partnership, the Cystic Fibrosis Foundation, and the Susan G. Komen Foundation.