Mason Liu, CFA®

Mason is a Private Advisor and Vice President at Rockefeller Capital Management. Prior to joining Rockefeller, Mason was a Financial Advisor at Merrill Lynch Wealth Management. Mason develops advanced investment sleeves for clients as part of their overall Financial Plan through use of the various Alternative Investments we have available on the platform. In addition, Mason assists clients on all things digitally / technologically related, encompassing use of their digital apps, accessing statements and documents digitally, etc. Mason is a Certified Plan Fiduciary Advisor and a Chartered Financial Analyst (CFA®). 

Mason was born in San Francisco, California, but has lived in South Florida for the past seven years. Mason earned a B.S. in Broadcast Journalism from University of Miami in 2016. Prior to joining the investment advisory business, Mason was a private school teacher in Boca Raton, teaching Economics and Mathematics. Mason is fluent in both English & Chinese.