Mason Investment Advisory Services, Inc. jobs and careers
Reston, VA, United States
About Mason Investment Advisory Services, Inc.
Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit. Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis. Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.
- Founded
- 1982
- Employees
- 125
- Headquarters
- Reston
Leadership
The top of Mason Investment Advisory Services, Inc.'s org chart, with how many people report into each leader.
Scott George
President and Chief Investment Officer
22 reports
William M. Courson
Senior Managing Director
11 reports
John Irvine
Chief Technology Officer
2 reports
Judie Birchfield
Chief Compliance Officer
1 report
Stefan Patchan
Senior Portfolio Manager and Investment Analyst of Research
1 report
Allison Minutillo
Chief Marketing Officer
Pete Kokolus
Senior Investment Consultant
David Odiorne
Financial Planner
Jobs at Mason Investment Advisory Services, Inc.
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