Mason Investment Advisory Services, Inc.
Aaron Mendelson brings a diverse background in business development and recruitment, currently serving in institutional business development at The Mason Companies since August 2017, where the focus is on providing independent investment consulting services. Prior to this role, Aaron held positions in executive recruitment and business development at The McCormick Group, Inc., and TXT International, demonstrating expertise in solving organizational challenges across various industries. Earlier experience includes sourcing technical candidates at Metro Systems Inc., managing marketing operations at Orange Translations, and serving in admissions at the University of North Carolina at Greensboro. Aaron holds a BA in Marketing from the University of North Carolina at Greensboro.
Mason Investment Advisory Services, Inc.
Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit. Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis. Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.