Stefan Patchan

Stefan Patchan is a Senior Portfolio Manager and Investment Analyst of Research at Mason Investment Advisory Services, Inc., based in Arlington, VA. In this role, he is responsible for overseeing portfolio strategies, performing in-depth investment research, and providing analytical insights to both institutional and private clients. His responsibilities emphasize the development and management of customized investment portfolios, with a focus on objective analysis and client-centric outcomes.

Patchan's investment expertise includes multi-asset portfolio management, with emphasis on equities, fixed income, and alternative investments. He contributes to the research team that supports Mason's consulting and wealth management solutions, helping clients navigate complex market environments. His career has also included managing family portfolios independently, reflecting a breadth of experience in personal wealth management and tailored financial strategies.

Stefan holds a degree from Virginia Polytechnic Institute and State University, leveraging his academic background to deliver data-driven and analytical investment decisions. He has more than a decade of professional experience in financial services and portfolio management, marked by his current advisory registration and progression from independent manager to senior roles within Mason Investment Advisory Services.