The Mason Companies 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 The Mason Companies employees' phone numbers or email addresses

The Mason Companies Global Highlights

Location
Employees

North America
91

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  • United States Of America
    91

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Africa
1

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  • Kenya
    1

Oceania
1

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  • Australia
    1

The Mason Companies's Leadership

  • Stylized image of a person
    S. M.
    Ceo
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    A. M.
    Chief Marketing Officer
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    W. T.
    Chief Marketing And Development Officer - Institutional Practice
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    G. G.
    Chief Operating Officer
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    J. I.
    Chief Technology Officer
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    S. G.
    Chief Investment Officer
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    J. B.
    Chief Compliance Officer
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    C. S.
    Co-Chief Executive Officer
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The Mason Companies Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Business
  • Business Development
  • Other

Contact profiles from The Mason Companies

Name
Title
Contact Info
Location
Last Update
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    A. R.
    Senior Portfolio Manager
    Phone icon
    United StatesDistrict of Columbia
    Jan 04, 2024
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    K. B.
    Portfolio Manager
    Phone icon
    United StatesDistrict of Columbia
    Jan 23, 2024
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    L. B.
    Tax Manager
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    Nov 12, 2025
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    A. C.
    It Manager
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    United StatesVirginia
    May 22, 2024
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    C. F.
    Student Manager
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    Oct 16, 2024
  • Stylized image of a person
    R. T.
    Senior Financial Planner
    Phone icon
    United StatesVirginia
    Sep 22, 2025
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    C. G.
    Senior Investment Consultant
    Phone icon
    United StatesVirginia
    Jan 27, 2026
  • Stylized image of a person
    J. H.
    Senior Investment Consultant
    Phone icon
    United States
    Jan 27, 2026
  • Stylized image of a person
    S. B.
    Senior Financial Planner
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    United StatesVirginia
    Jan 27, 2026
  • Stylized image of a person
    L. B.
    Senior Client Service Associate
    Phone icon
    United StatesDistrict of Columbia
    Jan 27, 2026

Frequently Asked Questions

What is The Mason Companies known for?

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

What is The Mason Companies's most common email format?

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

How many employees does The Mason Companies have currently?

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The Mason Companies has approximately 75 employees as of March 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are The Mason Companies's key employees and leadership?

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As of March 2026, The Mason Companies's key employees include:

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

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