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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.

SGPhoto of Scott George

Scott George

President and Chief Investment Officer

22 reports

WCPhoto of William M. Courson

William M. Courson

Senior Managing Director

11 reports

JIPhoto of John Irvine

John Irvine

Chief Technology Officer

2 reports

JB

Judie Birchfield

Chief Compliance Officer

1 report

SPPhoto of Stefan Patchan

Stefan Patchan

Senior Portfolio Manager and Investment Analyst of Research

1 report

AMPhoto of Allison Minutillo

Allison Minutillo

Chief Marketing Officer

PKPhoto of Pete Kokolus

Pete Kokolus

Senior Investment Consultant

DO

David Odiorne

Financial Planner

Jobs at Mason Investment Advisory Services, Inc.

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