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Operations
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Executive Team
Private Client Team
Institutional Team
Research
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Operations
All
Executive Team
Private Client Team
Institutional Team
Research
Marketing
Operations
Keenan Bailey
Portfolio Manager
Laura Blackburn
Tax Manager
Tiffany Coleman
Tax Administrator
Jack Delaney
Chief Compliance Officer and In-house Counsel
Rebecca Garcia
Senior Reporting Analyst
Bree Gore
Client Service Associate
George Gouin
Chief Operating Officer and Managing Director of IT and Systems
John Irvine
Chief Technology Officer
Abby Kheri
Operations Associate
Tyler Krow
Technology Associate
Anita Nagdev
Tax Manager
Stefan Patchan
Senior Portfolio Manager and Investment Analyst of Research
Ariadne Pojedinec
Reporting Analyst
Shaye Pryor
Portfolio Manager
Robin Pylypko
Director of Administration
Sharon Rickett
Operations Associate
Ayveel Robinson
Senior Portfolio Manager
Mike Roethel
Corporate Controller
Mary Ellen Schuler-Brand
Director of Operations
John Walker
Receptionist
Amanda Warrington
Process Improvement Manager
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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