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Team
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Executive Team
Private Client Team
Institutional Team
Research
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Executive Team
Private Client Team
Institutional Team
Research
Marketing
Operations
William Mason, III
Founder and Chairman
Sarah Avery
Financial Planning Associate
Katrina Axtell
Client Service Associate
Jennie Abner
Client Service Associate
Sarah Baker
Senior Financial Planner
Keenan Bailey
Portfolio Manager
Rick Baldwin
Senior Financial Planner
Shannon Batallas
Senior Client Service Associate
Barry Beach
Senior Managing Director and Senior Investment Consultant
Laura Blackburn
Tax Manager
Laurie Boden
Senior Client Service Associate
Phil Broderick
Senior Financial Planner
Sarah Casey
Senior Financial Planner
Tiffany Coleman
Tax Administrator
Sue Corle
Business Development Representative
Daniel Corno
Financial Planner
William Courson
Senior Managing Director and Senior Investment Consultant
Jack Delaney
Chief Compliance Officer and In-house Counsel
Jason Doyle
Associate Consultant and Co-Director of Research
Bill Dwenger
Financial Planner
Gregorio Druehl
Senior Managing Director and Senior Investment Consultant
David Engler
Financial Planner
Caleb Fry
Financial Planning Associate
Rebecca Garcia
Senior Reporting Analyst
Bree Gore
Client Service Associate
Claudelle Géhy
Senior Investment Consultant and Director of ESG Research
Scott George
Co-Chief Executive Officer, Co-Chief Investment Officer, and President
David Gilbert
Senior Financial Planner
Allison Gormier
President — Institutional Division and Senior Investment Consultant
George Gouin
Chief Operating Officer and Managing Director of IT and Systems
Jennifer Guest
Institutional Client Service Specialist
Mark Haynes
Director of Complex Portfolios and Investment Consultant
Jason Hicks
Senior Investment Consultant
Blaine Homan
Financial Planner
John Irvine
Chief Technology Officer
Devin Johnson
Financial Planner
Tonia Jones
Client Service Associate
Barbara Joyce
Financial Planning Associate, MIMS Manager and Tax Preparer
Sharon Kampner
Senior Financial Planner
Lee Kapnisi
Senior Financial Planner
About Us
Company Overview
Our Team
Awards & Recognition
Giving Back
Careers
Who We Serve
Private Clients
Clients We Serve
Women of Wealth Initiative
Financial Planning
Investment Management
Institutions
Institutions We Serve
Investment Approach
Consulting Services
Outsourced Chief Investment Officer
News & Insights
News
Insights
Events & Webinars
Reports & Resources
Client Portals
Mason Client Portal
Charles Schwab Client Portal
Pershing Client Portal
Contact Us
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