Mason Investment Advisory Services, Inc. Employee Directory

Financial ServicesVirginia, United States51-200 Employees

Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit.

Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis.

Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.

Find Mason Investment Advisory Services, Inc. employees' phone numbers or email addresses

Mason Investment Advisory Services, Inc. Global Highlights

Location
Employees

North America
88

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  • United States Of America
    88

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Oceania
1

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  • Australia
    1

Mason Investment Advisory Services, Inc.'s Leadership

  • Stylized image of a person
    S. M.
    Ceo
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  • Stylized image of a person
    W. T.
    Chief Marketing And Development Officer - Institutional Practice
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  • Stylized image of a person
    G. G.
    Chief Operating Officer
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  • Stylized image of a person
    J. I.
    Chief Technology Officer
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  • Stylized image of a person
    S. G.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    J. B.
    Chief Compliance Officer
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  • Stylized image of a person
    C. S.
    Co-Chief Executive Officer
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  • Stylized image of a person
    N. S.
    Director Of Marketing
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Contact profiles from Mason Investment Advisory Services, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    W. T.
    Chief Marketing And Development Officer - Institutional Practice
    Phone icon
    United StatesMaryland
    Dec 12, 2025
  • Stylized image of a person
    G. G.
    Chief Operating Officer
    Phone icon
    United StatesVirginia
    Jun 24, 2025
  • Stylized image of a person
    C. S.
    Co-Chief Executive Officer
    Phone icon
    United StatesVirginia
    Sep 09, 2025
  • Stylized image of a person
    S. M.
    Ceo
    Phone icon
    AustraliaVictoria
    Oct 19, 2025
  • Stylized image of a person
    J. I.
    Chief Technology Officer
    Phone icon
    United StatesVirginia
    Dec 08, 2025
  • Stylized image of a person
    S. G.
    Chief Investment Officer
    Phone icon
    United StatesVirginia
    Oct 22, 2025
  • Stylized image of a person
    J. B.
    Chief Compliance Officer
    Phone icon
    United StatesDc
    Oct 22, 2025
  • Stylized image of a person
    N. S.
    Director Of Marketing
    Phone icon
    United StatesDistrict of Columbia
    Sep 30, 2025
  • Stylized image of a person
    W. M. C.
    Senior Managing Director
    Phone icon
    United StatesVirginia
    Jun 18, 2025
  • Stylized image of a person
    R. P.
    Director Of Administration
    Phone icon
    United StatesVirginia
    Oct 19, 2025

Frequently Asked Questions

What is Mason Investment Advisory Services, Inc. known for?

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Mason Investment Advisory Services, Inc. was founded in 1982 operates in the Financial Services industry. The company's main headquarters is located in 11921 Freedom Drive, Suite 1000; you can contact the main corporate office by phone at . Explore Mason Investment Advisory Services, Inc.'s company overview page for more information.

What is Mason Investment Advisory Services, Inc.'s most common email format?

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Mason Investment Advisory Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mason Investment Advisory Services, Inc. email formats with LeadIQ.

How many employees does Mason Investment Advisory Services, Inc. have currently?

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Mason Investment Advisory Services, Inc. has approximately 78 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Mason Investment Advisory Services, Inc.'s key employees and leadership?

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As of December 2025, Mason Investment Advisory Services, Inc.'s key employees include:

  • Ceo: S. M.
  • Chief Marketing And Development Officer - Institutional Practice: W. T.
  • Chief Operating Officer: G. G.
  • Chief Technology Officer: J. I.
  • Chief Investment Officer: S. G.

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