Jason Hicks Joins Mason Investment Advisory Services, Inc., as Senior Investment Consultant
Hicks brings over 15 years of investment consulting experience to Mason’s expanding institutional consulting team.
Reston, VA, April 4, 2025: Mason Investment Advisory Services, Inc., a Reston, VA-based registered investment advisory firm, is pleased to announce that Jason Hicks, CFA, has joined the firm as a Senior Investment Consultant. Mr. Hicks will work with Mason’s growing institutional clients, including foundations, endowments, healthcare organizations, and retirement plans.
With over 15 years of experience in investment consulting, Mr. Hicks has held key leadership positions in the industry, including Director of Investments at Willis Towers Watson, First Vice President of Institutional Consulting at Morgan Stanley Greystone Group, and Vice President of Investment Strategy at Prudential Financial. His expertise spans across strategic investment research, portfolio management, and development of actionable insights that inform decision-making.
“We are thrilled to welcome Jason to the Mason team,” said Allie Gormier, President — Institutional Division and Senior Investment Consultant. “His deep industry knowledge and wealth of experience will bring significant value to our clients. Jason’s ability to synthesize complex data and translate it into strategic investment insights aligns perfectly with Mason’s commitment to delivering value-driven client outcomes.”
Will Thorpe, Chief Marketing and Development Officer for Mason’s Institutional Division, added, “Jason’s experience with large institutional clients and his commitment to research-driven investment strategies will be instrumental as we continue to grow and serve a more diverse range of clients. His background will enhance our ability to support clients across a wide variety of sectors.”
“I am excited to join Mason, a firm known for its commitment to independent, research-based investment consulting,” said Jason Hicks. “I look forward to working closely with clients to apply strategic insights that help them navigate complex investment landscapes while achieving their long-term goals.”
Mason Investment Advisory Services, Inc., works with institutions and private individuals in 45 states and D.C. The firm is independently held and manages approximately $13.3 billion in assets. 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.
For more information, please contact Will Thorpe, Chief Marketing and Development Officer at (703) 716-6000 or wthorpe@masoncompanies.com or visit www.masoncompanies.com.
