Patrick Mason, CFP® :: Chief Investment Officer

---

Patrick is responsible for portfolio management, investment and economic analysis at Cairn Investment Group. He also plays a pivotal role in communicating Cairn’s investment philosophy to clients and prospects. His discerning and knowledgeable demeanor hallmarks any encounter with him. Patrick holds a degree in Economics, is a Certified Financial Planner, and a member of the CFA Society of Portland. He previously held portfolio management and financial planning positions with a local investment management firm, Charles Schwab, and TIAA-CREF prior to joining Cairn Investment Group during his investment career that began in 2002.

Patrick enjoys his free time with his two kids Blake and Audrey. Sports, camping, coaching his kids sports, and enjoying friends keep him happily involved in the community.

Experience:

• Cairn Investment Group, Inc. 
• New Focus Financial Group – Portfolio Manager
• Charles Schwab – Financial Consultant
• TIAA CREF – Wealth Management Consultant
• Columbia Funds – Client Services Representative
• B.A. Economics, Colorado State University

CFA® Level III Candidate
Certified Financial Planner™
​
Regulatory Exams Passed:

• Series 63, 66, 7, and 6

​
Enjoyment:

• ​Youth sports coach and dance recital attender
• Golf, football, and baseball
• Music videos, ski trips, and directions master