David Mason

David Mason is a seasoned investment professional and former Research Analyst at Fund Evaluation Group (FEG) in Cincinnati, Ohio, with over two decades of experience in the investment industry. At FEG, he played a key role in investment manager research and due diligence, particularly focusing on alternative and opportunistic investments, and was a core member of teams covering global equities and diversifying strategies. During his tenure, he provided institutional clients with asset allocation guidance, capital markets analysis, and contributed to both portfolio construction and hedge fund-of-fund solutions.

His career encompasses significant roles including Portfolio Manager at Fifth Third Asset Management, where he managed mutual funds and institutional strategies, and Equities Trader at Fidelity Investments, where he specialized in trading and executive compensation.

David holds a Bachelor’s degree in Finance with a minor in International Business from the University of Cincinnati's Carl H. Lindner College of Business, and an MBA in Finance from Xavier University – Williams College of Business. He is a Chartered Alternative Investment Analyst (CAIA), underscoring his expertise in hedge funds, private capital, and multi-asset portfolio construction for institutional and UHNW client segments.