Dave Mason, CAIA

Vice President, Investments

dave-mason

As Vice President of Investments, Dave Mason actively participates in the development and implementation of Meristem’s investment philosophy. Dave works closely with the advisory team to execute Meristem’s investment strategy for client families. As a member of Meristem’s Investment Committee, Dave works alongside the committee in the development of tactical and strategic asset allocation decisions. Dave brings close to 20 years of investment experience to Meristem.

Most recently, Dave was Vice President of Investment Strategies at Fund Evaluation Group (FEG) an institutional investment consultant with $68 billion in assets under advisement. Dave began his FEG career on the Research Team focusing on alternative and opportunistic investments. He was also a member of the Diversifying Strategies and Global Equity Sector teams. Dave later led investor relations for FEG’s internal hedge fund of funds and was a senior member of the firm’s Research Services business unit where he provided asset allocation guidance, capital markets research and manager due diligence to intermediaries.

Dave enjoys spending time with his wife, Lindsay, and their twins Sam and Willa.

WORK EXPERIENCE

Meristem
Vice President, Investments 2017 – Present

Fund Evaluation Group
Vice President Investment Strategies, 2014 – 2017
Senior Research Analyst, Hedged Strategies, 2008 – 2014

Fifth- Third Asset Management
Portfolio Manager, 2005 – 2008

Fidelity Investments and Brokerage, LLC
Stock Plan Services Administrator, 2003 – 2005
Registered Representative, Trader, 2000 – 2003

EDUCATION

Xavier University, Williams College of Business
MBA Coursework (2006-2007)

University of Cincinnati College of Business
BBA, Finance (1995-2000)

PROFESSIONAL DESIGNATIONS

Charter Alternative Investment Analyst (2012)
Series 7, 63 (2015)

INTERESTS/HOBBIES

Tennis, skiing, traveling, and volunteering