Mason Investment Advisory Services, Inc.
Nikki Smith, PCM, has a diverse work experience spanning over 18 years. Nikki currently serves as the Marketing Director at Mason Investment Advisory Services, Inc. In their previous role as the Chief Marketing Officer at Federal Title & Escrow Company, they led marketing functions and supported business goals for one of the largest independently owned title service providers in Washington D.C. Before that, Nikki worked as the Director of Digital Marketing + Social Media at Alliant National Title Insurance Company, where they modernized marketing practices and spoke at national conferences. Nikki also has experience as a Sales Manager, Marketing Director, and Editor in Chief in various industries. Nikki's expertise lies in lead generation, brand marketing strategies, digital marketing, and event management.
Nikki Smith, PCM, has a diverse education history that includes both higher education and additional certifications. Nikki attended California State University, Fullerton from 2002 to 2006, where they pursued a degree in Communications with a focus on journalism and English. In 2005, they participated in the Distinguished Scholars Summer Program at Georgetown University, where they studied Class, Race & Gentrification. Prior to college, Nikki attended Sonora High School from 1998 to 2002, although the specific degree and field of study are unknown. In terms of certifications, Nikki obtained the Certified Digital Marketing Professional designation from the Digital Marketing Institute in March 2021, as well as the Professional Certified Marketer (PCM) credential from the American Marketing Association during the same month and year. Nikki also earned the Google Analytics Individual Qualification from the Google Digital Academy (Skillshop) in September 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.