Tobi Anne Mason

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Finance

Consumer Services

Profile

Ms. Tobi A. Mason, CFA, is Senior Vice President & Portfolio Manager at Boston Private Bank & Trust Co. She was previously employed as Senior Portfolio Manager by City National Asset Management, Inc. and an Analyst by RCM Capital Management LLC.
She also served on the board at UBS Financial Services, Inc. She received her BA in Economics from the University of California, Santa Barbara.

Former positions of Tobi Anne Mason

Companies	Position	End
Boston Private Bank & Trust Co. Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services	Corporate Officer/Principal	2014-10-01
City National Asset Management, Inc. City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable	Analyst-Equity	2011-09-25
RCM Capital Management LLC RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate.	Corporate Officer/Principal	-
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Corporate Officer/Principal	-

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Private companies	5
City National Asset Management, Inc. City National Asset Management, Inc. Investment ManagersFinance Profile Unavailable	Finance
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
RCM Capital Management LLC RCM Capital Management LLC Investment ManagersFinance RCM Capital Management offers investment strategies that cover all market-caps and investment styles. The firm offers investment products that vary widely from regional and global strategies to multi-asset and structured products. They have particular expertise in: (1) regional/country equity strategies (2) global equity strategies (3) emerging markets equity strategies (4) thematic and sector strategies (5) alpha extension strategies (6) multi-asset absolute return strategies and (7) structured products. RCM's investment philosophy is based on proprietary sector-based fundamental research. Though not limited by sector, RCM tends to invest in the stocks of companies in the electronic technology, technology services and health technology sectors. The firm invests globally, across all market-caps. RCM maintains a medium turnover rate.	Finance
Boston Private Bank & Trust Co. Boston Private Bank & Trust Co. Regional BanksFinance Provides banking and wealth management services	Finance
University of California, Santa Barbara University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services