Prior to joining Rockefeller, Mason was with Raymond James where he interned and returned full-time to the Healthcare Investment Banking Division. At Raymond James, he covered Medical Technology, Pharmaceuticals, and Pharma Services.
In his current role, Mason is dedicated to helping clients achieve their investment objectives through constructing and managing portfolios, conducting in-depth investment analysis, and performing comprehensive market research. His approach integrates a thorough understanding of clients’ financial goals with strategic insights, ensuring tailored investment solutions.
Mason earned his Master of Finance from the University of Southern California. His program focused on quantitative portfolio construction and risk optimization. He received his Bachelor’s degree in Business Economics from the University of South Carolina.
Mason, a proud native of the Old North State, frequently visits his family in Wilmington, NC. As a history enthusiast, he enjoys learning about the people, culture, and natural history that make the region unique. In his free time, Mason loves cooking, fishing, and exploring the great outdoors. His perfect day includes a morning of upland bird hunting, a post-hunt cookout, and an evening of bluegrass by a fire.
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