Mr. Mason is a senior financial services investment professional and an accomplished Capital Markets Principal and Portfolio Manager with over 39 years of experience that has either underwritten, initiated and closed a multitude of public and private institutional mandates. Mr. Mason continues to raise growth capital for middle market companies with designed exit strategies, while also being a proficient asset manager, who designed portfolios for high net-worth clients, family offices, foundations, hedge funds and institutional accounts. Mr. Mason has consulted and advised companies with strategic positioning that also included merger and acquisition advisory. Mr. Mason started his career at Solomon Brothers where he worked in an asset protection department and furthered his responsibilities by reviewing and reporting on many functions of the firm from operations to sales and trading.

Mr. Mason then moved to Shearson Lehman Brothers where he managed portfolios for high net-worth investors. After several decades as a Financial Advisor in some of the best-known Wall Street firms, Mr. Mason started Mason Financial Partners a consulting and asset management firm where he is a founder, partner and portfolio manager.

Mr. Mason is an alumnus of Pace University/Lubin Business School.