
Bob Rhea
About Mason Investment Advisory Services and Bob Rhea's Role at Mason WHAT WE DO: Mason provides investment consulting services... | Cranberry Township, Pennsylvania, United States
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Bob Rhea’s Emails br****@yo****.com
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Bob Rhea’s Location Cranberry Township, Pennsylvania, United States
Bob Rhea’s Expertise About Mason Investment Advisory Services and Bob Rhea's Role at Mason WHAT WE DO: Mason provides investment consulting services to institutional and private clients nationwide. Mason also provides private client financial planning services. WHO WE WORK WITH: In addition to Mason’s private clients, Mason’s institutional clients include: community foundations, educational institutions, private and family foundations, arts organizations, healthcare entities, religious entities, retirement plans, corporate entities and others. MY ROLE: I service the clients in our rapidly growing institutional practice. INVESTMENT CONSULTING SERVICE MODELS: Mason provides independent investment consulting on a discretionary and a non-discretionary basis. Another term for Mason’s discretionary service is outsourced chief investment officer or OCIO. In addition, Mason provides data aggregation and consolidated performance reporting as a stand-alone service. SUCCESS AND RECOGNITION: Mason has experienced exciting growth and has been recognized by Barron's, CNBC, Forbes, Fortune, and The Financial Times. WHY CONSIDER MASON? Clients choose Mason due to what we believe to be a unique approach to asset allocation and rebalancing, manager selection, and our payout/spending policy.
Bob Rhea’s Current Industry Mason Investment Advisory Services
Bob
Rhea’s Prior Industry
Nacubo
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Mason Investment Advisory Services
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Coldwell Banker
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Your Town Realty
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Work Experience

Mason Investment Advisory Services
Associate Investment Consultant
Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Your Town Realty
Realtor
Sun Jul 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Coldwell Banker
Realtor
Sun Oct 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Mason Investment Advisory Services
Associate Investment Consultant
Thu May 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Nacubo
Research Analyst
Tue Feb 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu May 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)