FOR IMMEDIATE RELEASE
William M. Courson Joins the Mason Investment Advisory Services Consulting Team
Courson joins fast growing Outsourced Chief Investment Officer (OCIO) as a Senior Managing Director in Mason’s Institutional Division
Reston, VA, April 20, 2017: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisory firm and Outsourced Chief Investment Officer (OCIO) is pleased to announce that William M. Courson has joined Mason’s rapidly growing institutional investment consulting practice as a Senior Managing Director. Mr. Courson will work with foundations, endowments, healthcare organizations, higher education institutions and retirement plans. (www.masoncompanies.com/about-us/news/).
Mr. Courson brings broad investment expertise and is regarded as a thought leader, including speaking engagements and articles published and reprinted by dozens of organizations across the country. Prior to joining Mason, Mr. Courson was a Senior Managing Director of Hartland & Company in Cleveland, OH and before that was President and Chief Investment Officer of Lancaster Pollard Investment Advisory Group, a Columbus, OH based institutional investment consulting firm. Lancaster Pollard was acquired by Hartland in 2015. As an Outsourced Chief Investment Officer, Mr. Courson combines essential capital markets experience and knowledge as a former Chief Investment Officer of a $10 billion public fund.
“We are excited to add Bill to the Mason team. We believe that our clients will benefit greatly from his investment experience and thought leadership,” said Scott George, President and Chief Investment Officer. “As a former Chief Investment Officer of a large portfolio, Bill understands the complexities of the role and his client focus makes him a perfect cultural fit for our firm.” Will Thorpe, Chief Marketing and Development Officer for Mason’s Institutional Division added, “We believe that Bill will add depth and expertise to our growing practice. As we seek to add larger and more sophisticated institutional clients, Bill’s knowledge of the healthcare and higher education segments will be integral to our growth.”
“I am excited to join a firm whose independence, investment philosophy, and client support has resulted in long term, disciplined growth of client portfolios as an OCIO,” said Courson. “More than just discretionary portfolio management, the OCIO must also understand the challenges faced by fiduciaries. I look forward to enriching the client investment experience by applying the Mason OCIO discipline, while providing additional resources and critical fiduciary support.”
Mason works with institutions and private individuals in more than 40 states, is independently held and does not create any proprietary products. Mason has approximately $6 billion in assets under management. Mason is an investment advisor registered with the SEC. Please note that SEC registration does not constitute an endorsement of the firm by the Commissioner nor does it indicate that the firm’s advisors have attained a particular level of skill or ability.