Patrick James Mason
Director de Inversiones en Cairn Investment Group, Inc. .
Perfil
Mr. Patrick J.
Mason is a Chief Investment Officer at Cairn Investment Group, Inc. He is responsible for portfolio management, investment and economic analysis at Cairn Investment Group.
He also plays a pivotal role in communicating Cairn’s investment philosophy to clients and prospects.
He previously held portfolio management and financial planning positions with a local investment management firm, Charles Schwab, and TIAA-CREF prior to joining Cairn Investment Group during his investment career that began in 2002.
He holds a degree in Economics, is a Certified Financial Planner, and a member of the CFA Society of Portland.
Cargos activos de Patrick James Mason
Empresas | Cargo | Inicio |
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Cairn Investment Group, Inc.
Cairn Investment Group, Inc. Investment ManagersFinance Cairn Investment Group, Inc. (Cairn) is an independent, SEC-registered investment advisor headquartered in Vancouver, Washington. The firm was founded by James “Jim” Parr and Timothy “Tim” Mosier in 2007. Cairn provides discretionary investment management and financial planning services for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Director de Inversiones | 01/07/2015 |
Antiguos cargos conocidos de Patrick James Mason.
Empresas | Cargo | Fin |
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NewFocus Financial Group LLC
NewFocus Financial Group LLC Investment ManagersFinance NewFocus Financial Group LLC (NewFocus) is a SEC-registered independent investment adviser headquartered in Vancouver, Washington. The firm was founded by Chad Burton in 2004 and they are a subsidiary of EP Wealth Advisors LLC, which is owned by EPWA, Inc. NewFocus provides comprehensive financial planning and investment management services to individuals, families, business owners, and professionals as well as trusts, retirement and pension plans. | Gestor de Cartera-Acciones | 01/08/2014 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Corporate Officer/Principal | - |
Columbia Funds
Columbia Funds Investment Banks/BrokersFinance Columbia Funds provides investment banking services. The company is headquartered in Shrewsbury, MA. | Corporate Officer/Principal | - |
Formación de Patrick James Mason.
Colorado State University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
Empresas privadas | 5 |
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TIAA-CREF Investment Management LLC
TIAA-CREF Investment Management LLC Investment ManagersFinance TIAA-CREF Investment Management LLC (TCIM) is a registered investment advisor headquartered in New York City. The firm was founded in 1997 and is a wholly-owned subsidiary of TIAA-CREF Asset Management LLC, ultimately owned by TIAA Board of Governors. TCIM provides investment management and certain administrative services necessary for the operation of the College Retirement Equities Fund (CREF), a diversified open-end registered investment management company that consists of eight accounts, that issues individual, group and tax-deferred variable annuity contracts. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Columbia Funds
Columbia Funds Investment Banks/BrokersFinance Columbia Funds provides investment banking services. The company is headquartered in Shrewsbury, MA. | Finance |
NewFocus Financial Group LLC
NewFocus Financial Group LLC Investment ManagersFinance NewFocus Financial Group LLC (NewFocus) is a SEC-registered independent investment adviser headquartered in Vancouver, Washington. The firm was founded by Chad Burton in 2004 and they are a subsidiary of EP Wealth Advisors LLC, which is owned by EPWA, Inc. NewFocus provides comprehensive financial planning and investment management services to individuals, families, business owners, and professionals as well as trusts, retirement and pension plans. | Finance |
Cairn Investment Group, Inc.
Cairn Investment Group, Inc. Investment ManagersFinance Cairn Investment Group, Inc. (Cairn) is an independent, SEC-registered investment advisor headquartered in Vancouver, Washington. The firm was founded by James “Jim” Parr and Timothy “Tim” Mosier in 2007. Cairn provides discretionary investment management and financial planning services for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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