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Robert Mason
I view myself as a Chief Investment Officer for the group, overseeing all critical elements of the investment process for ultra-high-net-worth individuals and C-suite executives.

Robert Mason

Executive Director

Robert Mason


617.654.2833

robert.mason@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

Awards & Recognition

 

Top 100 Private Wealth Management Teams - 2021

About Robert

Robert Mason is an Executive Director, Portfolio Manager and Wealth Partner with J.P. Morgan Wealth Management. As a founding member of The Corbett Mason Group, he leads the team’s efforts in developing asset management strategies that address the complexities of significant capital.

Bob views himself as a Chief Investment Officer for the group, overseeing all critical elements of the investment process for ultra-high-net-worth individuals and C-suite executives. He is particularly adept at addressing the need for asset allocation, portfolio construction and risk management. Bob draws on his 25 years of market experience to assist clients to both grow assets in bull markets and protect capital in bear markets. He is known for his leadership within the investment community and the Financial Times has named him to their list of Top 400 Financial Advisers1 in 2019, 2017, 2016, 2015. In 2020 and 2021, Robert was recognized by Forbes as one of the Best-In-State Wealth Advisors.2

As a member of J.P. Morgan Securities’ Portfolio Manager Program, Bob is one of a select group of advisors who manage portfolios on a discretionary basis and are subject to regular quantitative and qualitative reviews. This exacting attention to detail enables him to actively invest assets on behalf of individual clients. His focus is trained on designing strategies for growth, equity and fixed-income objectives. Bob leverages his deep background to help corporate executives diversify away from their concentrated equity holdings.

With a career that spans over 25 years, Bob co-founded The Corbett Mason Group at Hambrecht & Quist to offer clients the benefit of the team’s synergistic backgrounds. Since then, they have served at Bear Stearns and Morgan Stanley/Smith Barney, where Bob earned the Family Wealth Director designation. Together, the team joined J.P. Morgan in 2017 for the opportunity to leverage J.P. Morgan’s resources and expertise in advising ultra-high-net-worth clients. Bob is proud to have built a fully integrated wealth management practice which he couples with the substance of his investment experience.

Bob is a graduate of Providence College and resides in East Greenwich, Rhode Island with his wife and two children.

1. The Financial Times 400 Top Financial Advisers is an independent listing produced annually by the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Awards or rankings are not indicative of future success or results.

2. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Awards or rankings are not indicative of future success or results.

 

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