Mason Investment Advisory Services
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Thomas Pudner

Co-Chief Investment Officer & Director of Research

Thomas Pudner, CPA, CFA, CFP®, MST, Co-Chief Investment Officer & Co-Director of Research, joined Mason in February 2006.

  • Received his Chartered Financial Analyst designation in 2006.
  • Received his CERTIFIED FINANCIAL PLANNER™ certification in 2001.
  • Received his Certified Public Accountant designation in 1991.
  • Master of Taxation, Virginia Commonwealth University.
  • Bachelor of Business Administration, College of William and Mary.
  • Served as a senior financial advisor with Freed Myers.
  • Served as a private wealth advisor with Merrill Lynch’s Private Banking and Investment Group.
  • Served as a personal financial planning manager and registered investment advisor with KPMG, LLP.
  • Tom has been quoted in several publications including The Wall Street Journal and Money Magazine.
  • Tom has appeared on National Public Radio’s “Morning Edition.”

In his spare time, Tom enjoys spending time with his family, walking his dog, reading and biking.