OCIO Fees Shouldn’t Be That Complex

To help you evaluate outsource chief investment officer or OCIO fees, we have created this guide to transparent pricing, discussing what you should expect to see in an OCIO fee […]

Watch: Choosing the Right OCIO for Your Organization

The number of Outsourced Chief Investment Officers, or OCIO,  providers has exploded in recent years as institutions have come to recognize the value of an outsourced investment management solution. Institutions […]

Women of Wealth: Investing 101

Registration for our next Women of Wealth event, “Investing 101: Understanding the Basics” is now open. View our flyer for more details » During this event hosted by Senior Financial […]

Choosing the Right OCIO for Your Organization

Managing your organization’s financial concerns demands strategic insight. Have you considered the advantages of Outsourced Chief Investment Officer (OCIO) services? Join Mason’s Chief Marketing and Business Development Officer Will Thorpe, […]

Women of Wealth: Creating a Lasting Legacy

Is it possible to leave your money to the wrong people? Believe it or not, it has happened before. Individuals who don’t create a will, who don’t update it regularly, […]

Women of Wealth: Kickoff Conversation

Event registration is now open. Submit your RSVP today! We want to hear from women about what matters most when thinking about managing financial resources and working with an advisor. […]

Jason Doyle

Associate Consultant and Co-Director of Research

Allison Gormier

President — Institutional Division and Senior Investment Consultant

George Gouin

Chief Operating Officer and Managing Director of IT and Systems

Mark Haynes

Director of Complex Portfolios and Investment Consultant

Barbara Joyce

Financial Planning Associate, MIMS Manager and Tax Preparer