Mason Investment Advisory Services
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Stefan Patchan

Portfolio Manager and Research Associate

Stefan Patchan, CFA, Portfolio Manager and Research Associate, joined Mason in June 2022.

  • Bachelor of Science in Business, Finance.
  • Bachelor of Science in Business, Accounting, and Information Systems.
  • Received his Chartered Financial Analyst designation 2024.
  • Maintains investment portfolios so that they are in alignment with client’s strategic asset allocation. Rebalances portfolios while maximizing tax location benefits and minimizing tax implications.
  • Prior to joining Mason Stefan led the TFC team on their financial statement audit engagement with the U.S. Department of Energy.

In his spare time, Stefan spends time with friends, family, and his dog, Dexter. He is an avid podcast listener and enjoys working out regularly (besides cardio).