About
Mason
Mason works alongside the Client Service team, collaborating with senior and associate wealth advisors to support client relationships. He joined Focus Partners Wealth in 2026, having worked at Kovitz since 2024. Prior to joining Kovitz, Mason worked as a wealth management intern, where he worked alongside an advisor to gain knowledge in the field. Mason is actively pursuing a master’s degree in management.
Outside of the office, Mason enjoys golfing, spending time with family and friends, and traveling.
Education and Professional Milestones
-University of Illinois–Urbana-Champaign – bachelor’s degree in finance and management
Mason works alongside the Client Service team, collaborating with senior and associate wealth advisors to support client relationships. He joined Focus Partners Wealth in 2026, having worked at Kovitz since 2024. Prior to joining Kovitz, Mason worked as a wealth management intern, where he worked alongside an advisor to gain knowledge in the field. Mason is actively pursuing a master’s degree in management.
Outside of the office, Mason enjoys golfing, spending time with family and friends, and traveling.
Education and Professional Milestones
-University of Illinois–Urbana-Champaign – bachelor’s degree in finance and management