Mason began his career with Meridian in 2021 while completing his M.S. in Finance at the University of Kentucky and joined the firm full time in 2022. He focuses on portfolio management, investment research, and helping clients make informed decisions about their financial future. In 2026, he earned his CFP® certification, further expanding his knowledge in financial planning.
Mason earned his bachelor’s degrees in Finance and Marketing from the University of Kentucky, along with a minor in Philosophy. While at UK, he also served as the student manager for the MSF Endowment Fund. Mason lives in Lexington with his wife, Emma, and their son, Michael. Outside of work, he enjoys playing golf, barbecuing, and spending time with his family.