Robert MasonRobert Mason
Managing Director
Wealth Partner

"I view myself as a Chief Investment Officer for the group, overseeing all critical elements of the investment process for ultra-high-net-worth individuals and C-suite executives."

Awards and Industry Recognition

Barron's

Top 100 Private Wealth Management Teams
2021

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2024 • 2023
Top Wealth Advisors Best-In State
2025 • 2024 • 2023 • 2022 • 2021 • 2020

About Robert

Robert Mason is a Managing Director, Portfolio Manager and Wealth Partner at J.P. Morgan Wealth Management.

As a founding member of The Corbett, Mason, and Warren Group, he leads the team's efforts in developing asset management strategies that address the complexities of significant capital.

Bob views himself as a Chief Investment Officer for the group, overseeing all critical elements of the investment process for ultra-high-net-worth individuals and C-suite executives. He is particularly adept at addressing the need for asset allocation, portfolio construction and risk management. Bob draws on his 25 years of market experience to assist clients to both grow assets in bull markets and protect capital in bear markets.

As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Bob is one of a select group of advisors who manage portfolios on a discretionary basis and are subject to regular quantitative and qualitative reviews. This exacting attention to detail enables him to actively invest assets on behalf of individual clients. His focus is trained on designing strategies for growth, equity and fixed income objectives. Bob leverages his deep background to help corporate executives diversify away from their concentrated equity holdings.

With a career that spans nearly 30 years, Bob co-founded The Corbett, Mason, and Warren Group at Hambrecht & Quist to offer clients the benefit of the team's synergistic backgrounds.

Since then, they have served at Bear Stearns and Morgan Stanley/Smith Barney, where Bob earned the Family Wealth Director designation. Together, the team joined J.P. Morgan in 2017 for the opportunity to leverage the firm's resources and expertise in advising ultra-high-net- worth clients. He is proud to have built a fully integrated wealth management practice which he couples with the substance of his investment experience.

Bob is a graduate of Providence College and resides in East Greenwich, Rhode Island, with his wife and two children.

Insights

Outlook

April 2025 inflation rate lower than expected: What this means for investors

May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
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