Mason Williams
Chief Investment Officer at Coral Gables Trust
- Role
- Chief Investment Officer at Coral Gables Trust
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Mason Williams
Specialties: Wealth Management Relationship Building/Retention Policy and Procedure…
Experience
Chief Investment Officer
Jan 2014 — Present · Coral Gables, FL, US
Serve as Chief Investment Officer of a highly experienced and reputable Trust company with over $2.7 billion in trust and investment assets. Member of the Trust Investment Committee charged with bringing ideas and suggestions on asset allocation and manager selection for utilization within client portfolios. Skilled in asset allocation and manager selection using an open architecture framework in a UMA setting. Work closely with Executive Management and fellow team members to develop additional assets under management.
Education
University of Miami Herbert Business School
MBA, International Business
2006 — 2007
Arizona State University
B.S. Finance, Business/Finance
1996 — 2000
Skills
- Investments
- Portfolio Management
- Credit
- Asset Allocation
- Wealth Management
- Mutual Funds
- Etfs
- Financial Analysis
- Banking
- Financial Modeling
- Policy
- Asset Management
- Investment Management
- Asset Managment
- Business Development
- Analysis
- Wealth Management Services
- Equities
- Loans
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