Mark Haynes

Mark Haynes, CFP®, Director of Complex Portfolios and Investment Consultant, brings a rare depth of expertise to one of the most technically demanding areas of wealth management: transitioning large, legacy portfolios into cohesive new strategies. He joined Mason in 2011.

Mark earned his Bachelor of Science in Finance from The Ohio State University and his MBA from the University of Cincinnati, then trained at Fidelity Investments across both regional and branch locations before joining Mason. His day-to-day focus is on complex portfolio management, investment consulting, and institutional client servicing, where he helps oversee some of the firm’s largest client relationships. His particular expertise lies in new portfolio implementations — navigating the tax implications and strategic sequencing that come with unwinding a significant volume of legacy holdings and building something better in their place.

Outside of work, Mark can be found running outdoors, watching movies, and listening to podcasts.