Tobi A. Mason, CFA

Tobi A. Mason, CFA has extensive experience in investment management and portfolio management. They currently work as an Investment Manager at Trillium Asset Management since February 2022. Prior to this, they held the role of EVP/Senior Portfolio Manager at Rosenblum Silverman Sutton Investment Counsel (RSSIC) from an unknown start date to 2020. From 2012 to 2017, Tobi was a Managing Director, Senior Wealth Advisor, and Portfolio Manager at Boston Private Wealth. They also worked as a Senior Vice President and Senior Portfolio Manager at City National Bank from 2004 to 2011, and as a Vice President and Senior Portfolio Manager at Wells Fargo Bank from 1999 to 2003. Overall, Tobi has a strong background in financial management and investment strategies.

Tobi A. Mason, CFA holds a Bachelor of Science degree in Economics from UC Santa Barbara. In addition, Tobi has obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute. Further details regarding the obtained month and year for this certification are not provided.