Patrick James Mason
Directeur en chef des Investissements chez Cairn Investment Group, Inc.
Profil
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.
Postes actifs de Patrick James Mason
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur en chef des Investissements | 01/07/2015 |
Anciens postes connus de Patrick James Mason
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 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 | - |
Formation de Patrick James Mason
| Colorado State University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
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 |
Columbia Funds
Columbia Funds Investment Banks/BrokersFinance Columbia Funds provides investment banking services. The company is headquartered in Shrewsbury, MA. | Finance |
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 |
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 |
