S.a. Mason, LLC

Samuel Arthur Mason is the President of S.A. Mason LLC, an investment advisory firm established in 2009. With a background in financial management and economics, holding a CFP® (Certified Financial Planner) designation and a CFA (Chartered Financial Analyst) qualification, Mason upholds high standards of professional education and ethical conduct. As a CFP® professional, he is committed to providing financial planning services in the best interests of clients, acting as a fiduciary. Mason has over 15 years of experience in the financial industry, previously serving as a Wealth Manager at VAM Group and a Senior Portfolio Manager at Fifty Third Bank. Clients can expect a minimum level of investment discretion, as Mason is the sole owner and representative of S.A. Mason LLC, overseeing all duties and activities. There are no disciplinary events on record related to Mason's advisory business. He does not engage in any other investment-related activities and does not receive additional compensation beyond salary and bonuses for providing advisory services. Clients can contact Samuel Arthur Mason directly for any inquiries regarding the firm's services.