Abby Kheri
Operations Associate
Matthew Krause
Financial Planner
Tyler Krow
Technology Associate
Shayna Lebowitz
Financial Planning Manager
Derek Lesnak
Associate Investment Consultant and Senior Investment Analyst of Research
Aaron Mendelson
Institutional Business Development Associate
Heather McQueen
Senior Client Service Associate
Rachel Milburn
Client Service Associate
Isabel Moore
Senior Client Service Associate
David Odiorne
Senior Financial Planner
Stefan Patchan
Senior Portfolio Manager and Investment Analyst of Research
Ariadne Pojedinec
Financial Planning Associate
Michele Pryor
Institutional Client Service Specialist
Shaye Pryor
Portfolio Manager
Robin Pylypko
Director of Administration
Sharon Rickett
Operations Associate
Eric Rife
Financial Planner
Ayveel Robinson
Senior Portfolio Manager
Mike Roethel
Corporate Controller
Chris Schreiner
Co-Chief Executive Officer
Randon Tagg
Senior Financial Planner
Mary Ellen Schuler-Brand
Director of Operations
John Walker
Receptionist
Amanda Warrington
Process Improvement Manager
Norma Winning
Institutional Client Service Specialist
T. Rowe Price managers visit Mason HQ, discuss how AI could disrupt the Large-Cap investment landscape
Investors have not seen a transition where the winners of the last cycle are the winners of the next cycle. Will AI break the paradigm? Reston, VA – Mason Investment […]
Is an ESG portfolio right for you?
Sustainable investing is an investment approach that considers your values in portfolio selection and management with a goal of generating social and/or environmental benefits in addition to a financial return. […]
Investment opportunities abound. Mason advisors can help you find them
(Photo: Senior international bond specialists from T. Rowe Price made a stop at Mason Headquarters to discuss the debt ceiling, rates of inflation and the future of the U.S. dollar […]
Mason Investment Advisory Services Again Recognized as Barron’s ‘2023 Top 100 Institutional Consulting Teams’
Reston, VA (May 2, 2023) – Mason Investment Advisory Services, Inc. (Mason), a Reston, VA-based registered investment advisory and financial planning firm, is pleased to announce it again has been […]
In times of heightened market volatility, or cyclicality, Mason’s long-term approach to investing proves its value
(Photo: Left to right – Tony Crescenzi, Barry Beach, Judie Birchfield, Tom Pudner and Claudelle Gehy) Reston, VA – Mason Investment Advisory Services, Inc. hosted respected author and investment market […]
Money Matters: Helping Your Children Become Financially Savvy
The knowledge your children have about money can impact their financial well-being throughout their lives. Research shows that financially informed individuals are better prepared to handle unexpected financial emergencies and […]
To harness predictive power, Mason takes a ‘sensible, logical’ approach
Mason Investment Advisory Services, Inc. hosted leaders from Avantis Investors for an educational session this week, part of Mason’s ongoing efforts to enhance knowledge of what market factors are likely […]
