MASON INVESTMENT ADVISORY SERVICES - Key Persons
Job Titles:
- AIF®, Institutional Business Development Associate, Joined Mason in August 2017
- Institutional Business Development Associate
Aaron Mendelson, AIF®, Institutional Business Development Associate, joined Mason in August 2017.
Job Titles:
- Operations Associate
- Operations Associate, Joined Mason in August 2022
Abby Kheri, Operations Associate, joined Mason in August 2022.
Job Titles:
- CFP®, Senior Managing Director and Senior Investment Consultant, Joined Mason in July 2008
- Senior Managing Director and Senior Investment Consultant
Allison Gormier, CFP®, Senior Managing Director and Senior Investment Consultant, joined Mason in July 2008.
Job Titles:
- Compliance Officer
- Compliance Officer, Joined Mason in January 2006
Amanda Warrington, JD, Compliance Officer, joined Mason in January 2006.
Job Titles:
- Reporting Analyst
- Reporting Analyst, Joined Mason in July 2022
Bachelor of Arts in Economics with a focus in Environmental Economic Theory, Randolph College.
Previous experience conducting administrative duties in the legal and education sectors.
Has worked on various projects to ensure database and reporting upkeep for Mason.
When not pouring over an Excel spreadsheet, Ariadne likes to spend time either at home with her dog or with her friends playing games.
Job Titles:
- Financial Planning Associate, MIMS Manager & Tax Preparer
- Financial Planning Associate, MIMS Manager & Tax Preparer, CFP® Joined Mason in February 2000
Barbara M. Joyce, Financial Planning Associate, MIMS Manager & Tax Preparer, CFP® joined Mason in February 2000.
Job Titles:
- CFP®, Senior Managing Director & Senior Investment Consultant, Joined Mason in December 1994
- Senior Managing Director & Senior Investment Consultant
Barry Beach, MBA, CFP®, Senior Managing Director & Senior Investment Consultant, joined Mason in December 1994.
Job Titles:
- CFP®, Financial Planner, Joined Mason in June 2005
- Financial Planner
Bill Dwenger, CFP®, Financial Planner, joined Mason in June 2005.
Job Titles:
- CFP®, Financial Planning Associate, Joined Mason in March 2021
- Financial Planning Associate
Blaine Homan, CFP®, Financial Planning Associate, joined Mason in March 2021.
Job Titles:
- CFP®, Senior Financial Planner, Joined Mason in August 1998
- Senior Financial Planner
Brian Kelley, CFP®, Senior Financial Planner, joined Mason in August 1998.
Job Titles:
- Financial Planning Associate
- Financial Planning Associate, Joined Mason in August 2023
Caleb Fry, Financial Planning Associate, joined Mason in August 2023.
Job Titles:
- Chief Operating Officer
- Co - Chief Executive Officer
Chris Schreiner, CPA, M.S., CFP®, Co-Chief Executive Officer and Chief Operating Officer, joined Mason in February 2000.
Job Titles:
- Senior Investment Consultant and Director of ESG Research
- Senior Investment Consultant, and Director of ESG Research, Joined Mason in November 2015
Claudelle Géhy, M.S., CFA, Senior Investment Consultant, and Director of ESG Research, joined Mason in November 2015.
Job Titles:
- CFP®, Financial Planner, Joined Mason in August 2011
- Financial Planner
Job Titles:
- CFP®, Financial Planner, Joined Mason in July 2006
- Financial Planner
David Engler, MBA, CFP®, Financial Planner, joined Mason in July 2006.
David Gilbert, CFP®, J.D., Senior Financial Planner, joined Mason in July 2001.
David Odiorne, III, MBA, CLU, ChFC, CFP®, Senior Financial Planner, joined Mason in September 1999.
Job Titles:
- Senior Financial Planner
- Senior Financial Planner, Joined Mason in September 2011
Derek Higgins, J.D., MBA, Senior Financial Planner, joined Mason in September 2011.
Job Titles:
- Associate Investment Consultant
- CAIA, Associate Investment Consultant, Joined Mason in April 2023
Derek Lesnak, CFA, CAIA, Associate Investment Consultant, joined Mason in April 2023.
Job Titles:
- Financial Planning Associate
- Financial Planning Associate, Joined Mason in February 2022
Devin Johnson, CPA, Financial Planning Associate, joined Mason in February 2022.
Job Titles:
- CFP®, CPWA®, Financial Planner, Joined Mason in June 2015
- Financial Planner
In his spare time, Eric enjoys playing and watching soccer, hiking, and all things Virginia Tech.
Job Titles:
- Associate Investment Consultant
- Associate Investment Consultant, Joined Mason in June 2022
Fernando Ramos, Associate Investment Consultant, joined Mason in June 2022.
Job Titles:
- Managing Director of IT and Systems
- Managing Director of IT and Systems, Joined Mason in May 2015
George Gouin, MBA, Managing Director of IT and Systems, joined Mason in May 2015.
Job Titles:
- Senior Managing Director & Senior Investment Consultant
- Senior Managing Director & Senior Investment Consultant, Joined Mason in September 2011
Gregorio Druehl, CFA, MBA, Senior Managing Director & Senior Investment Consultant, joined Mason in September 2011.
Job Titles:
- Senior Client Service Associate
- Senior Client Service Associate, Joined Mason in August 2015. Associate of Science in General Science from Northern Virginia Community College
Heather McQueen, Senior Client Service Associate, joined Mason in August 2015.
Job Titles:
- Senior Client Service Associate
- Senior Client Service Associate, Joined Mason in August 2005. Associate Degree from Utah Valley University
Isabel Moore, Senior Client Service Associate, joined Mason in August 2005.
Job Titles:
- Chief Compliance Officer & in - House Counsel
- Chief Compliance Officer & in - House Counsel, Joined Mason in August 2023
Jack Delaney, Esq., Chief Compliance Officer & In-house Counsel, joined Mason in August 2023.
Job Titles:
- Accountant
- Associate
- Accountant Associate, Joined Mason in May 2022
Jamal Spears, Accountant Associate, joined Mason in May 2022.
Job Titles:
- CRPC, AIF, Managing Director & Senior Investment Consultant, Joined Mason in April 2016
- Managing Director & Senior Investment Consultant
James Ross, II, CRPC, AIF, Managing Director & Senior Investment Consultant, joined Mason in April 2016.
Job Titles:
- Associate Consultant & Co - Director of Research
- Associate Consultant & Co - Director of Research, Joined Mason in September of 2022
Jason Doyle, Associate Consultant & Co-Director of Research, joined Mason in September of 2022.
Job Titles:
- CFP®, CIMA®, Financial Planner, Joined Mason in November 2022
- Financial Planner
Jason Pan, CFP®, CIMA®, Financial Planner, joined Mason in November 2022.
Job Titles:
- Client Service Associate
- Client Service Associate, Joined Mason in July 2021
Jennie Abner, Client Service Associate, joined Mason in July 2021.
Job Titles:
- Institutional Client Service Specialist
- Institutional Client Service Specialist, Joined Mason in October 2015
Jennifer Guest, Institutional Client Service Specialist, joined Mason in October 2015.
Job Titles:
- Chief Technology Officer
- Chief Technology Officer, Joined Mason in September 2020
John Irvine, Chief Technology Officer, joined Mason in September 2020.
Job Titles:
- Receptionist
- Receptionist, Joined Mason in March 2010
John Walker, Receptionist, joined Mason in March 2010.
Job Titles:
- CFP®, Financial Planner & Director of Financial Planning & Innovation, Joined Mason in March 2019
- Financial Planner & Director of Financial Planning & Innovation
Katherine Fincher, MBA, CFP®, Financial Planner & Director of Financial Planning & Innovation, joined Mason in March 2019.
Job Titles:
- Director of Tax & Co - Director of Financial Planning
Job Titles:
- Senior Client Service Associate
Job Titles:
- Senior Client Service Associate
Job Titles:
- Director of Complex Portfolios and Investment Consultant
Job Titles:
- Financial Planning Associate
Job Titles:
- Institutional Client Service Specialist
Job Titles:
- RFP Case Writer / Marketing Coordinator
Job Titles:
- Institutional Client Service Specialist
Job Titles:
- Director of Administration
Job Titles:
- Co - Chief Executive Officer
- President
Job Titles:
- Senior Client Service Associate
Job Titles:
- Financial Planning Manager
Job Titles:
- Portfolio Manager
- Research Associate
Job Titles:
- Business Development Representative
Job Titles:
- Senior Client Service Associate
Job Titles:
- Co - Chief Investment Officer & Director of Research
Job Titles:
- Senior Managing Director & Senior Investment Consultant
Job Titles:
- Chief Marketing & Development Officer