Advisor at Trillium Asset Management
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Firm
Trillium Asset Management
Location
Boston, MA 02114
Credentials
CFA®
Industry experience
9 years
Tobi Mason is a CFA® charterholder with nine years of experience in the financial industry. He currently works at Trillium Asset Management, where he has been since 2022. His prior roles include positions at Rosenblum Silverman Sutton Sf Inc and BP Wealth Management, LLC. Trillium Asset Management provides discretionary portfolio management services to individuals, trusts, pension plans, charitable institutions, endowments, and other institutional clients. The firm integrates ESG research with fundamental analysis and offers a range of equity, fixed-income, and balanced strategies, including advisory roles for registered and non-U.S. investment funds and a private fund of private funds.
Based on Trillium Asset Management
Based on Trillium Asset Management
$0 - $5,000,000: 0.85% per annum $5,000,000+: 0.50% per annum
Account minimum: $5,000,000
One Congress Street, Suite 3101
Boston, MA 02114
California · Massachusetts
Trillium Asset Management
2022 - Present (4 years)
Unemployed
2020 - 2022 (2 years)
Rosenblum Silverman Sutton Sf Inc
2018 - 2020 (2 years)
UnEmployed
2017 - 2018 (1 year)
Bp Wealth Management, Llc
2014 - 2017 (3 years)
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Bank
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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