Robert MasonRobert MasonManaging DirectorWealth Partner
Awards and Industry Recognition
Barron's
Forbes
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
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Lessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Stock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowStock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now