Who Mason Is and How We Work

Company Overview

The people, principles, and track record behind Mason’s approach to institutional and private client advice.

A Leading Provider of Institutional and Wealth Management Solutions

Mason is an independently owned boutique investment advisory firm that has been committed to delivering straightforward, independent, and personalized financial planning advice and quality investment management solutions to leading institutions and private clients for more than 40 years.

1982

Founded

$17.3B*

Assets Under Management

46**

States with Mason Clients

* As of 6/30/2026
** Mason has clients in 46 states and in D.C.

Recognized for What Matters Most

Mason is consistently honored by the wealth and investment management industry for client service, investment excellence, and firm integrity. These recognitions reflect the standards we hold ourselves to every day.

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The Mason Difference

Unequivocally Driven By Our Clients’ Goals and Success

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We are goals-based.

We are passionate about delivering objective advice and customized, high-quality wealth and investment management solutions that establish a firm financial foundation for institutions and private clients. As a fiduciary, we act in our clients’ best interest — we have no proprietary products and recommend what we believe is best for you.

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We are client-centric.

Client relationships are paramount to Mason. When you work with our highly experienced team, you can expect to receive the extraordinary attention and dedicated support you deserve with proactive wealth and investment management advice and communications that keep you informed.

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We are comprehensive.

At Mason, we handle the details so you don’t have to. We offer the comprehensive service set to meet the complex needs of institutions and families of wealth.

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We are process-driven.

Our disciplined approach is designed to put the odds in your favor. We apply an informed, research-driven process to planning and investing designed to mitigate biases and help you reach your goals.

For Institutions

Institutional Consulting & OCIO Services

Mason works with community foundations, endowments, corporate funds, and retirement plans on the full arc of institutional investing — from strategic asset allocation and manager selection to hands-on OCIO support. See how our consulting and governance framework helps organizations invest with discipline and clarity.

Institutions We Serve
Investment Approach

For Private Clients

Wealth Management & Financial Planning

Mason works with individuals, families, and senior executives on financial planning, investment management, and charitable giving — building strategies designed to carry across generations. See how our fiduciary approach and personalized guidance support your family’s long-term goals.

Clients We Serve

Meet Our Leaders

Full Team
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William Mason, III

Founder and Chairman

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Scott George

Co-Chief Executive Officer, Co-Chief Investment Officer, and President

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Allison Gormier

President, Institutional Division

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Chris Schreiner

Co-Chief Executive Officer

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Thomas Pudner

Co-Chief Investment Officer and Co-Director of Research

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We’d Love to Hear From You

Let’s Start a Conversation

Whether you’re leading an institution or planning for your family’s future, we’re here to listen, answer your questions, and help you think through what comes next.

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