William Mason, III
Founder and Chairman
Sarah Baker
Senior Financial Planner
What Every Board Should Ask About OCIO
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 […]
Rick Baldwin
Senior Financial Planner
Barry Beach
Senior Managing Director & Senior Investment Consultant
Phil Broderick
Senior Financial Planner
Sarah Casey
Senior Financial Planner
Sue Corle
Business Development Representative
Daniel Corno
Financial Planner
Bill Dwenger
Financial Planner
Scott George
Co-Chief Executive Officer and President
MIAS Planners Recognized in Northern VA Magazine’s ‘Top Financial Professionals List’ (2023)
Reston, VA (August 31, 2023) – Mason Investment Advisory Services, Inc., a Reston, VA-based registered investment advisor and financial planning firm, today announced that four members of its team landed in […]
Thomas Pudner
Co-Chief Investment Officer & Director of Research
Nikki Smith
Director of Marketing
William Thorpe
Chief Marketing & Development Officer