Mason Investment Advisory Services, Inc.
Keenan Bailey is a finance and investment professional with extensive experience in portfolio management and investment accounting. Currently serving as a Portfolio Manager at Mason Investment Advisory Services, Inc. since September 2022, Keenan previously held positions at MUFG Investor Services from July 2020 to September 2022, where responsibilities included validating mutual fund transactions, monitoring cash activity, and coordinating various financial functions. Earlier experience includes underwriting consumer loans at Mariner Finance and processing inventory at Nordstrom. Keenan holds a Bachelor of Business Administration in Finance and Investments from Towson University, earned between 2017 and 2020.
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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.