Mr. Mason S. Dillon, CFA

Professor of Portfolio Management

Leads the company's multi-asset allocation, rule-based strategies, and active quantitative equity research. Responsible for building the core investment system, developing cross-asset investment frameworks, and designing and implementing new products.

Introduction:

  • Former Research Analyst, Global Multi-Asset Team, USAA
  • Proficient in asset allocation models, quantitative strategies, and risk management
  • Bachelor of Science in Finance, University of Texas
  • MBA in Finance, University of Texas at San Antonio
  • CFA (Chartered Financial Analyst)