MASON INVESTMENT ADVISORY SERVICES - History of Changes


DateDescription
2024-03-13 insert ceo Chris Schreiner
2024-03-13 insert general_emails in..@masoncomanies.com
2024-03-13 delete contact_pages_linkeddomain pershing.com
2024-03-13 delete contact_pages_linkeddomain schwab.com
2024-03-13 delete index_pages_linkeddomain pershing.com
2024-03-13 delete index_pages_linkeddomain schwab.com
2024-03-13 delete source_ip 166.62.114.163
2024-03-13 delete terms_pages_linkeddomain pershing.com
2024-03-13 delete terms_pages_linkeddomain schwab.com
2024-03-13 insert email in..@masoncomanies.com
2024-03-13 insert index_pages_linkeddomain wpenginepowered.com
2024-03-13 insert source_ip 141.193.213.11
2024-03-13 insert source_ip 141.193.213.10
2024-03-13 insert terms_pages_linkeddomain wpenginepowered.com
2024-03-13 update person_title Chris Schreiner: Chief Operating Officer; Chief Operating Officer / Reston, VA; Member of the Institutional Consulting Team => Chief Operating Officer; Co - Chief Executive Officer
2023-09-21 delete about_pages_linkeddomain advisorclient.com
2023-09-21 delete career_pages_linkeddomain advisorclient.com
2023-09-21 delete contact_pages_linkeddomain advisorclient.com
2023-09-21 delete index_pages_linkeddomain advisorclient.com
2023-09-21 delete management_pages_linkeddomain advisorclient.com
2023-09-21 delete service_pages_linkeddomain advisorclient.com
2023-09-21 delete terms_pages_linkeddomain advisorclient.com
2023-09-21 insert about_pages_linkeddomain schwab.com
2023-09-21 insert career_pages_linkeddomain schwab.com
2023-09-21 insert contact_pages_linkeddomain schwab.com
2023-09-21 insert index_pages_linkeddomain schwab.com
2023-09-21 insert management_pages_linkeddomain schwab.com
2023-09-21 insert service_pages_linkeddomain schwab.com
2023-09-21 insert terms_pages_linkeddomain schwab.com
2023-09-21 update person_title Jason Doyle: Associate Investment Consultant & Senior Investment Analyst => Co - Director of Research / Reston, VA
2023-09-21 update person_title Thomas Pudner: Co - Chief Investment Officer and Director of Research; Member of the Institutional Consulting Team => Co - Chief Investment Officer and Co - Director of Research; Member of the Institutional Consulting Team
2023-07-07 delete about_pages_linkeddomain netxinvestor.com
2023-07-07 delete career_pages_linkeddomain netxinvestor.com
2023-07-07 delete contact_pages_linkeddomain netxinvestor.com
2023-07-07 delete index_pages_linkeddomain netxinvestor.com
2023-07-07 delete management_pages_linkeddomain netxinvestor.com
2023-07-07 delete service_pages_linkeddomain netxinvestor.com
2023-07-07 delete terms_pages_linkeddomain netxinvestor.com
2023-07-07 insert about_pages_linkeddomain pershing.com
2023-07-07 insert career_pages_linkeddomain pershing.com
2023-07-07 insert contact_pages_linkeddomain pershing.com
2023-07-07 insert index_pages_linkeddomain pershing.com
2023-07-07 insert management_pages_linkeddomain pershing.com
2023-07-07 insert person Bill Dwenger
2023-07-07 insert service_pages_linkeddomain pershing.com
2023-07-07 insert terms_pages_linkeddomain pershing.com
2023-06-04 insert person Jason Pan
2023-04-14 delete person Robert Rhea
2023-04-14 insert person Fernando Ramos
2023-04-14 insert person Jason Doyle
2023-03-13 insert cmo Nikki Smith
2023-03-13 insert person Nikki Smith
2023-02-10 delete source_ip 45.40.149.159
2023-02-10 insert source_ip 166.62.114.163
2022-12-03 update person_title Allison Gormier: Managing Director, Institutional Division; Member of the Institutional Consulting Team; Managing Director, Institutional Division / Reston, VA => Senior Managing Director, Institutional Division / Reston, VA; Senior Managing Director, Institutional Division; Member of the Institutional Consulting Team
2022-11-02 delete chiefinvestmentofficer Scott George
2022-11-02 delete otherexecutives Thomas Pudner
2022-11-02 delete president Scott George
2022-11-02 insert person Matthew Krause
2022-11-02 update person_title Claudelle Géhy: Investment Consultant and Director of ESG Research; Member of the Institutional Consulting Team => Senior Investment Consultant and Director of ESG Research; Member of the Institutional Consulting Team
2022-11-02 update person_title Eric Rife: Financial Planning Associate; Financial Planning Associate / Reston, VA; Member of the Institutional Consulting Team => Financial Planner / Reston, VA; Financial Planner; Member of the Institutional Consulting Team
2022-11-02 update person_title Scott George: President and CIO / Reston, VA; President; Member of the Institutional Consulting Team; Chief Investment Officer => President and Co - Chief Investment Officer / Reston, VA; President and Co - Chief Investment Officer; Member of the Institutional Consulting Team
2022-11-02 update person_title Thomas Pudner: Director of Research / Reston, VA; Member of the Institutional Consulting Team; Director of Research => Co - Chief Investment Officer and Director of Research; Member of the Institutional Consulting Team
2022-06-26 delete address 11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
2022-06-26 delete person Andrew Gary
2022-06-26 insert address 11921 Freedom Drive, Suite 1000, Reston, VA, 20190
2022-06-26 update primary_contact 11130 Sunrise Valley Drive Suite 200 Reston, VA 20191 => 11921 Freedom Drive Suite 1000 Reston, VA 20190
2022-05-25 delete person Mark Flournoy
2022-05-25 insert person Bob Rhea
2022-05-25 update person_title Mark Haynes: Investment Consultant / Reston, VA; Investment Consultant; Member of the Institutional Consulting Team => Director, Complex Portfolios and Inv. Consultant / Reston, VA; Member of the Institutional Consulting Team; Director, Complex Portfolios and Investment Consultant
2022-03-24 insert coo Mary Ellen Schuler-Brand
2022-03-24 insert cto John Irvine
2022-03-24 insert person John Irvine
2022-03-24 insert person Mary Ellen Schuler-Brand
2021-12-23 delete address 2400 Camino Ramon, Suite 350, San Ramon, CA 94583
2021-06-06 insert person Michael Roethel
2021-06-06 insert person Sarah Baker
2021-06-06 update person_title Katherine Fincher: Financial Planner / Reston, VA; Financial Planner; Member of the Institutional Consulting Team => Member of the Institutional Consulting Team; Financial Planner & Director of Financial Planning and Innovation
2021-06-06 update person_title Kerry Balagtas: Joined Mason in September 2016; Director of Tax; Director of Tax / Reston, VA; Member of the Institutional Consulting Team => Joined Mason in September 2016; Director of Tax, Co - Director of Financial Planning; Member of the Institutional Consulting Team
2021-04-10 delete cfo Marc Carignan
2021-04-10 delete person Marc Carignan
2021-04-10 insert person Kerry Balagtas
2021-04-10 update person_description David Odiorne, III => David Odiorne, III
2021-04-10 update person_description James Ross, II => James Ross, II
2021-04-10 update person_title Claudelle Géhy: Investment Consultant & Research Associate / Reston, VA; Member of the Institutional Consulting Team; Investment Consultant and Research Associate => Investment Consultant and Director of ESG Research; Member of the Institutional Consulting Team
2021-01-29 update person_title Randon Tagg: Financial Planner / Reston, VA; Financial Planner; Joined Mason in June 2018; Member of the Institutional Consulting Team => Financial Planner / Reston, VA; Financial Planner; CFP®, CPA, Joined Mason in June 2018; Member of the Institutional Consulting Team
2020-10-09 update person_title Judith Birchfield: Chief Compliance Officer and in - House Counsel; Chief Compliance Officer and in - House Counsel, Chapel Hill, NC; Member of the Institutional Consulting Team => Chief Compliance Officer, Chapel Hill, NC; Member of the Institutional Consulting Team; Chief Compliance Officer
2020-07-19 delete person Randy Ryan
2020-07-19 insert person Eric Rife
2020-01-15 insert person David Engler
2019-09-10 delete managingdirector Luke Imperatore
2019-09-10 delete person Luke Imperatore
2019-04-08 delete person David Gonson
2019-04-08 insert person Andrew Gary
2019-04-08 insert person Katherine Fincher
2019-04-08 insert person Mark Flournoy
2019-04-08 insert person Randon Tagg
2018-12-23 insert managingdirector James Ross, II
2018-12-23 delete person Eric Rife
2018-12-23 update person_title Allison Gormier: Senior Investment Consultant; Senior Investment Consultant / Reston, VA; Member of the Institutional Consulting Team => Managing Director, Institutional Division; Member of the Institutional Consulting Team; Managing Director, Institutional Division / Reston, VA
2018-12-23 update person_title Claudelle Géhy: JIC & Research Associate / Reston, VA; Junior Investment Consultant and Research Associate; Member of the Institutional Consulting Team => Investment Consultant & Research Associate / Reston, VA; Member of the Institutional Consulting Team; Investment Consultant and Research Associate
2018-12-23 update person_title George Gouin: Managing Director - Information Technology and Systems; Managing Dir. - IT & Systems / Reston, VA; Member of the Institutional Consulting Team => Managing Director - Information Technology and Systems; Managing Director - IT & Systems / Reston, VA; Member of the Institutional Consulting Team
2018-12-23 update person_title James Ross, II: Senior Investment Consultant; Senior Investment Consultant / Reston, VA; Member of the Institutional Consulting Team => Managing Director / Reston, VA; Managing Director; Member of the Institutional Consulting Team
2018-12-23 update person_title Mark Haynes: Junior Investment Consultant; Junior Investment Consultant / Reston, VA; Member of the Institutional Consulting Team => Investment Consultant / Reston, VA; Investment Consultant; Member of the Institutional Consulting Team
2018-08-04 delete person Robert Corno
2018-08-04 delete source_ip 205.186.187.199
2018-08-04 insert source_ip 45.40.149.159
2018-04-14 update person_title Claudelle Géhy: Junior Investment Consultant and Research Associate / Reston, VA; Junior Investment Consultant and Research Associate; Member of the Institutional Consulting Team => JIC & Research Associate / Reston, VA; Junior Investment Consultant and Research Associate; Member of the Institutional Consulting Team
2018-04-14 update person_title David Gonson: Junior Investment Consultant and Research Associate / Reston, VA; Junior Investment Consultant and Research Associate; Member of the Institutional Consulting Team => JIC & Research Associate / Reston, VA; Junior Investment Consultant and Research Associate; Member of the Institutional Consulting Team
2018-04-14 update person_title Eric Rife: Junior Investment Consultant and Research Associate / Reston, VA; Junior Investment Consultant and Research Associate; Member of the Institutional Consulting Team => JIC and Research Associate / Reston, VA; Junior Investment Consultant and Research Associate; Member of the Institutional Consulting Team
2018-04-14 update person_title George Gouin: Managing Director - Information Technology and Systems; Managing Director - Information Technology and Systems / Reston, VA; Member of the Institutional Consulting Team; Member of the Management Team => Managing Director - Information Technology and Systems; Managing Dir. - IT & Systems / Reston, VA; Member of the Institutional Consulting Team
2018-04-14 update person_title Sue Corle: Business Development Representative; Business Development Representative / Reston, VA; Member of the Institutional Consulting Team => Business Development Representative; Member of the Institutional Consulting Team; Business Development Rep
2018-04-14 update person_title William Thorpe: Chief Marketing and Development Officer / Reston, VA; Chief Marketing and Development Officer; Member of the Institutional Consulting Team; Member of the Management Team => Chief Marketing and Development Officer; Chief Marketing and Dev. Officer / Reston, VA; Member of the Institutional Consulting Team
2018-02-16 delete career_emails re..@masoncompanies.com
2018-02-16 delete investorrelations_emails in..@masoncompanies.com
2018-02-16 insert ceo Barry Beach
2018-02-16 insert ceo Gregorio Druehl
2018-02-16 insert ceo William Courson
2018-02-16 insert cfo Marc Carignan
2018-02-16 insert general_emails in..@masoncompanies.com
2018-02-16 insert managingdirector Luke Imperatore
2018-02-16 insert otherexecutives Allison Gormier
2018-02-16 insert otherexecutives Barry Beach
2018-02-16 insert otherexecutives Christopher Schreiner
2018-02-16 insert otherexecutives David Gilbert
2018-02-16 insert otherexecutives Max Gonson
2018-02-16 insert otherexecutives Robin Pylypko
2018-02-16 insert otherexecutives Scott George
2018-02-16 insert otherexecutives Sharon Kampner
2018-02-16 insert otherexecutives William Courson
2018-02-16 delete email cg@masoncompanies.com
2018-02-16 delete email fp@masoncompanies.com
2018-02-16 delete email in..@masoncompanies.com
2018-02-16 delete email rc..@masoncompanies.com
2018-02-16 delete email re..@masoncompanies.com
2018-02-16 delete email st..@masoncompanies.com
2018-02-16 delete email ta..@masoncompanies.com
2018-02-16 insert about_pages_linkeddomain advisorclient.com
2018-02-16 insert about_pages_linkeddomain google.com
2018-02-16 insert about_pages_linkeddomain linkedin.com
2018-02-16 insert about_pages_linkeddomain netxinvestor.com
2018-02-16 insert about_pages_linkeddomain twitter.com
2018-02-16 insert career_pages_linkeddomain advisorclient.com
2018-02-16 insert career_pages_linkeddomain google.com
2018-02-16 insert career_pages_linkeddomain linkedin.com
2018-02-16 insert career_pages_linkeddomain netxinvestor.com
2018-02-16 insert career_pages_linkeddomain twitter.com
2018-02-16 insert contact_pages_linkeddomain advisorclient.com
2018-02-16 insert contact_pages_linkeddomain google.com
2018-02-16 insert contact_pages_linkeddomain linkedin.com
2018-02-16 insert contact_pages_linkeddomain netxinvestor.com
2018-02-16 insert contact_pages_linkeddomain twitter.com
2018-02-16 insert email in..@masoncompanies.com
2018-02-16 insert index_pages_linkeddomain advisorclient.com
2018-02-16 insert index_pages_linkeddomain google.com
2018-02-16 insert index_pages_linkeddomain linkedin.com
2018-02-16 insert index_pages_linkeddomain netxinvestor.com
2018-02-16 insert index_pages_linkeddomain twitter.com
2018-02-16 insert management_pages_linkeddomain advisorclient.com
2018-02-16 insert management_pages_linkeddomain google.com
2018-02-16 insert management_pages_linkeddomain linkedin.com
2018-02-16 insert management_pages_linkeddomain netxinvestor.com
2018-02-16 insert management_pages_linkeddomain twitter.com
2018-02-16 insert person Aaron Mendelson
2018-02-16 insert person Claudelle Géhy
2018-02-16 insert person David Gonson
2018-02-16 insert person Eric Rife
2018-02-16 insert person George Gouin
2018-02-16 insert person Judith Birchfield
2018-02-16 insert person Luke Imperatore
2018-02-16 insert person Marc Carignan
2018-02-16 insert person Mark Haynes
2018-02-16 insert person Robin Pylypko
2018-02-16 insert person Sue Corle
2018-02-16 update person_description Allison Gormier => Allison Gormier
2018-02-16 update person_description BARRY C. BEACH => Barry Beach
2018-02-16 update person_description Brian M. Kelley => Brian Kelley
2018-02-16 update person_description Christopher L. Schreiner => Christopher Schreiner
2018-02-16 update person_description David R. Gilbert => David Gilbert
2018-02-16 update person_description David W. Odiorne, III => David Odiorne, III
2018-02-16 update person_description Derek Higgins => Derek Higgins
2018-02-16 update person_description GREGORIO T. DRUEHL => Gregorio Druehl
2018-02-16 update person_description James L. Ross, II => James Ross, II
2018-02-16 update person_description Phil R. Broderick => Phil Broderick
2018-02-16 update person_description Randy Ryan => Randy Ryan
2018-02-16 update person_description Richard S. Baldwin, III => Richard Baldwin, III
2018-02-16 update person_description ROBERT B. CORNO => Robert Corno
2018-02-16 update person_description Sarah A. Casey => Sarah Casey
2018-02-16 update person_description Sharon Kampner => Sharon Kampner
2018-02-16 update person_description Thomas R. Pudner => Thomas Pudner
2018-02-16 update person_description William M. Courson => William Courson
2018-02-16 update person_description WILLIAM C. THORPE => William Thorpe
2018-02-16 update person_title Allison Gormier: Member of the Financial Planners and Investment Managers Team; Senior Investment Consultant => Member of the Financial Planners and Investment Managers Team; Senior Investment Consultant; Senior Investment Consultant / Reston, VA; Member of the Institutional Consulting Team; Member of the Investment Committee
2018-02-16 update person_title Barry Beach: Senior Managing Director - Institutional => Member of the Financial Planners and Investment Managers Team; Senior Managing Director; Senior Managing Director / Reston, VA; Member of the Institutional Consulting Team; Member of the Investment Committee
2018-02-16 update person_title Brian Kelley: Member of the Financial Planners and Investment Managers Team; Senior Financial Planner => Member of the Financial Planners and Investment Managers Team; Senior Financial Planner / Reston, VA; Senior Financial Planner; Member of the Institutional Consulting Team
2018-02-16 update person_title Christopher Schreiner: Chief Operating Officer; CFP® and Chief Operating Officer => Chief Operating Officer; Member of the Financial Planners and Investment Managers Team; Chief Operating Officer / Reston, VA; Member of the Institutional Consulting Team; Member of the Investment Committee; Member of the Management Team
2018-02-16 update person_title David Gilbert: Member of the Financial Planners and Investment Managers Team; Senior Financial Planner => Member of the Financial Planners and Investment Managers Team; Senior Financial Planner; Senior Financial Planner / San Ramon, CA; Member of the Institutional Consulting Team; Member of the Investment Committee
2018-02-16 update person_title David Odiorne, III: Member of the Financial Planners and Investment Managers Team; Senior Financial Planner => Member of the Financial Planners and Investment Managers Team; Senior Financial Planner / Reston, VA; Senior Financial Planner; Member of the Institutional Consulting Team
2018-02-16 update person_title Derek Higgins: Member of the Financial Planners and Investment Managers Team; Senior Financial Planner => Member of the Financial Planners and Investment Managers Team; Senior Financial Planner; Senior Financial Planner / San Ramon, CA; Member of the Institutional Consulting Team
2018-02-16 update person_title Gregorio Druehl: Senior Managing Director - Institutional => Member of the Financial Planners and Investment Managers Team; Senior Managing Director; Senior Managing Director / Reston, VA; Member of the Institutional Consulting Team
2018-02-16 update person_title James Ross, II: Member of the Financial Planners and Investment Managers Team; Senior Investment Consultant => Member of the Financial Planners and Investment Managers Team; Senior Investment Consultant; Senior Investment Consultant / Reston, VA; Member of the Institutional Consulting Team
2018-02-16 update person_title Max Gonson: CFP; Member of the Financial Planners and Investment Managers Team; Senior Financial Planner => Member of the Financial Planners and Investment Managers Team; Senior Financial Planner / Reston, VA; Senior Financial Planner; Member of the Institutional Consulting Team; Member of the Investment Committee
2018-02-16 update person_title Phil Broderick: Member of the Financial Planners and Investment Managers Team; Senior Financial Planner => Member of the Financial Planners and Investment Managers Team; Senior Financial Planner / Reston, VA; Senior Financial Planner; Member of the Institutional Consulting Team
2018-02-16 update person_title Randy Ryan: Member of the Financial Planners and Investment Managers Team; Senior Financial Planner => Member of the Financial Planners and Investment Managers Team; Senior Financial Planner / Reston, VA; Senior Financial Planner; Member of the Institutional Consulting Team
2018-02-16 update person_title Richard Baldwin, III: Member of the Financial Planners and Investment Managers Team; Senior Financial Planner => Member of the Financial Planners and Investment Managers Team; Senior Financial Planner / Reston, VA; Senior Financial Planner; Member of the Institutional Consulting Team
2018-02-16 update person_title Robert Corno: Senior Financial Planner => Member of the Financial Planners and Investment Managers Team; Senior Financial Planner / Reston, VA; Senior Financial Planner; Member of the Institutional Consulting Team
2018-02-16 update person_title Sarah Casey: Member of the Financial Planners and Investment Managers Team; Senior Financial Planner => Member of the Financial Planners and Investment Managers Team; Senior Financial Planner / Reston, VA; Senior Financial Planner; Member of the Institutional Consulting Team
2018-02-16 update person_title Scott George: President; Chief Investment Officer => Member of the Financial Planners and Investment Managers Team; Member of the Institutional Consulting Team; President and Chief Investment Officer / Reston, VA; President; Chief Investment Officer; Member of the Investment Committee; Member of the Management Team
2018-02-16 update person_title Sharon Kampner: Member of the Financial Planners and Investment Managers Team; Senior Financial Planner => Member of the Financial Planners and Investment Managers Team; Senior Financial Planner; Senior Financial Planner / San Ramon, CA; Member of the Institutional Consulting Team; Member of the Investment Committee
2018-02-16 update person_title Thomas Pudner: CFP®, MST; Director of Research => Director of Research / Reston, VA; Member of the Financial Planners and Investment Managers Team; Member of the Institutional Consulting Team; Member of the Investment Committee; Director of Research
2018-02-16 update person_title William Courson: Member of the Financial Planners and Investment Managers Team; Senior Managing Director - Institutional => Member of the Financial Planners and Investment Managers Team; Senior Managing Director; Senior Managing Director / Reston, VA; Member of the Institutional Consulting Team; Member of the Investment Committee
2018-02-16 update person_title William Thorpe: Chief Marketing and Development Officer - Institutional => Chief Marketing and Development Officer / Reston, VA; Chief Marketing and Development Officer; Member of the Institutional Consulting Team; Member of the Management Team
2017-11-17 update person_title GREGORIO T. DRUEHL: Managing Director - Institutional => Senior Managing Director - Institutional
2017-10-08 update website_status FlippedRobots => OK
2017-10-08 delete person Dea Larson
2017-09-27 update website_status OK => FlippedRobots
2017-06-03 update website_status FlippedRobots => OK
2017-03-06 update website_status OK => FlippedRobots
2017-01-12 update website_status FlippedRobots => OK
2017-01-12 insert person James L. Ross, II
2017-01-12 update person_title BARRY C. BEACH: Senior Portfolio Manager => Managing Director - Institutional
2017-01-12 update person_title GREGORIO T. DRUEHL: Senior Investment Consultant => Managing Director - Institutional
2017-01-12 update person_title WILLIAM C. THORPE: Director of Business Development; Director of Business Development - Investment Stewardship => Chief Marketing and Development Officer - Institutional
2016-12-21 update website_status OK => FlippedRobots
2016-08-23 update website_status FailedRobots => OK
2016-07-22 update website_status FlippedRobots => FailedRobots
2016-04-03 update website_status FailedRobots => FlippedRobots
2016-01-15 update website_status FlippedRobots => FailedRobots
2015-12-06 update website_status OK => FlippedRobots
2015-10-15 update website_status FailedRobots => OK
2015-09-17 update website_status FlippedRobots => FailedRobots
2015-08-22 update website_status OK => FlippedRobots
2015-07-13 update website_status FlippedRobots => OK
2015-06-06 update website_status OK => FlippedRobots
2015-04-04 update website_status FlippedRobots => OK
2015-04-04 delete source_ip 66.113.131.66
2015-04-04 insert source_ip 205.186.187.199
2015-03-11 update website_status FailedRobots => FlippedRobots
2015-02-04 update website_status FlippedRobots => FailedRobots
2014-12-20 update website_status FailedRobots => FlippedRobots
2014-11-13 update website_status FlippedRobots => FailedRobots
2014-10-16 update website_status FailedRobots => FlippedRobots
2014-09-09 update website_status FlippedRobots => FailedRobots
2014-08-08 update website_status FailedRobots => FlippedRobots
2014-06-17 update website_status FlippedRobots => FailedRobots
2014-05-08 update website_status OK => FlippedRobots