Mason Investment Advisory Services, Inc.
Ayveel Robinson is an experienced finance professional currently serving as a Portfolio Manager at Mason Investment Advisory Services, Inc. since February 2023. Prior to this role, Ayveel held several positions including Director of Operations at Lear Investment Management, Investment Operations Analyst at Oak Hill Advisors, and Operations Analyst at Carlson Capital. Experience also includes a Senior Trade Operations Analyst position at Fidelity Investments, where responsibilities involved international settlements and trade matching implementation. Earlier work included roles as a Human Resources Assistant at Interstate Batteries, Merchandising Assistant at Diverse Marketing, and Investor Relations Assistant at Shelton Group. Ayveel holds a Bachelor of Science degree in Merchandising and Finance from the University of North Texas.
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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.