Keenan Bailey
Portfolio Manager at Mason Investment Advisory Services, Inc.
About
Keenan Bailey is a Portfolio Manager at Mason Investment Advisory Services, Inc., based in Washington, DC. He joined Mason in September 2022 and is responsible for overseeing and implementing tailored investment portfolios for both private and institutional clients, focusing on prudent asset allocation, risk management, and alignment with clients' long-term financial objectives. His role includes consultative portfolio management and providing both discretionary and non-discretionary investment solutions across a diversified range of asset classes.
Keenan focuses on multi-asset portfolio construction with particular expertise in managing investments for high-net-worth individuals, small businesses, and institutional organizations. Mason’s portfolio management team leverages data-driven strategies and sound investment principles, which often include public equities, fixed income securities, and selective access to alternative investments such as private equity and value-oriented international markets.
Prior to joining Mason, Keenan gained direct investment accounting and operations experience as Senior Associate and Junior Associate at MUFG Investor Services. He holds a Bachelor of Business Administration in Finance and Investments from Towson University, which underpins his rigorous analytical approach and commitment to client service. His early contributions include supporting operational excellence in portfolio management and helping clients navigate complex financial landscapes through informed investment decisions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Mason Investment Advisory Services, Inc. | Portfolio Manager | Sep 2022 to Present | — |
| MUFG Investor Services | Senior Associate, Investment Accountant | Mar 2022 to Sep 2022 | — |
| MUFG Investor Services | Junior Associate, Investment Accountant | Jul 2020 to Mar 2022 | - Perform daily checks to verify and validate all daily mutual fund activity and transactions in order to accurately calculate the net asset value (NAV) of multiple investment funds - Monitor cash act... |
| Mariner Finance | Loan Underwriter | Jul 2019 to Jul 2020 | • Process, review, and make decisions on consumer loan applications. • Underwrite consumer loan applications according to Mariner Finance lending policy for retail merchants seeking financing for thei... |
| Nordstrom | Processor | Nov 2016 to Jan 2019 | • Supported the business by ensuring inventory and orders were accurately audited, processed, assembled, efficiently packed and shipped • Complied with job rotation and work where designated with the ... |
Education
Towson University
Bachelor of Business Administration - BBA, Finance and Investments
2017 — 2020
Others at Mason Investment Advisory Services, Inc. (3)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Washington, DC , United States | |
S Scott George | Chief Investment Officer | McLean, VA , United States |
| Research Associate | Arlington, VA , United States |
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