Miles Mason, CFP®

Private Advisor, Senior Vice President

Miles Mason is a Senior Vice President and Private Advisor at The Mason Group of Rockefeller Capital Management.

A Certified Financial Planner™ (CFP®), Miles has been a Wealth Management Advisor for the past 20 years. Previously, he was entrepreneur in the technology world before executing a successful exit strategy and beginning his career in private wealth management.

Ever since, Miles has made it his mission to provide personalized planning to help clients achieve the goals of family protection, legacy planning and comprehensive wealth management. He is passionate about building relationships with individuals to better understand their vision before implementing goals-based investment strategies. What sets Miles apart is his ability to simplify the complexities of markets and investing and apply his own experiences as a former tech entrepreneur himself when helping his clients.

Miles is a graduate of Princeton University with a Bachelor’s Degree in Political Economy.

In his free time, Miles enjoys traveling and the outdoors with his wife and two children. A life-long athlete, Miles has hung up his football cleats but remains active with fly-fishing, beach volleyball and yoga. He is adamant about his daily meditation routine to foster balance and perspective.