Skip to content
Search
About Us
Company Overview
Our Team
Awards & Recognition
Giving Back
Careers
Who We Serve
Private Clients
Clients We Serve
Women of Wealth Initiative
Financial Planning
Investment Management
Institutions
Institutions We Serve
Investment Approach
Consulting Services
Outsourced Chief Investment Officer
News & Insights
News
Insights
Events & Webinars
Reports & Resources
Contact Us
About Us
Company Overview
Our Team
Awards & Recognition
Giving Back
Careers
Who We Serve
Private Clients
Clients We Serve
Women of Wealth Initiative
Financial Planning
Investment Management
Institutions
Institutions We Serve
Investment Approach
Consulting Services
Outsourced Chief Investment Officer
News & Insights
News
Insights
Events & Webinars
Reports & Resources
Contact Us
Linkedin
Fontello-customx-twitter
Executive Team
All
Executive Team
Private Client Team
Institutional Team
Research
Marketing
Operations
William Mason, III
Founder and Chairman
Scott George
Co-Chief Executive Officer, Co-Chief Investment Officer, and President
Allison Gormier
President — Institutional Division and Senior Investment Consultant
Chris Schreiner
Co-Chief Executive Officer
