Dave Mason, CAIA

Working in financial services his entire adult career, Meristem was fortunate to have Dave Mason join the team in 2017. As Vice-President, Investments he participates in the developing and implementing Meristem’s investment philosophy working closely with Meristem advisors to execute investment strategies for client families.

As a member of Meristem’s Investment Committee, Dave works alongside the committee to develop tactical and strategic asset allocation decisions. Dave takes pride in his ability to bring order, understanding and opportunity in all types of markets for the benefit of Meristem its clients.

Before joining Meristem, 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. He 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.

On a personal side, Dave grew up in Kentucky. His dad was a CPA in the coal industry, while his mother worked in the social services sector. Dave learned firsthand the value of working hard, having priorities in order, and the importance of empathy. Along his way Dave worked landscaping and refereeing to, as he says, “pay for car accidents.” The fundamentals of his early years shaped the intelligence, responsibility and lift-your-neighbors’ ways that he demonstrates at Meristem each day.

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)