Senior Investment Consultant Joins Mason Investment Advisory Services

Pete Kokolus has joined Mason Investment Advisory Services, Inc., a Reston, VA-based registered investment advisory (RIA) firm as a senior investment consultant. Kokolus will work with Mason’s growing institutional clients, including foundations, endowments, healthcare organizations, and retirement plans.

With over 16 years of experience in investment consulting, Kokolus served as senior investment consultant at Vanguard Institutional Advisory Services and most recently as principal and senior investment consultant with Mercer. Over his 22-year career in the investment industry, Kokolus’s expertise spans strategic asset allocation, portfolio construction, investment policy development, and management and mentoring of investment analyst teams.

“We are thrilled to welcome Pete to the Mason team,” said Allie Gormier, president of Institutional Division and senior investment consultant. “His extensive experience at Vanguard and Mercer, combined with his ability to lead and develop investment teams, makes him an exceptional addition to our firm. Pete’s depth of knowledge will strengthen our ability to deliver thoughtful, research-driven outcomes for our clients.”

“I am excited to join Mason, a firm that shares my commitment to independent, research-based investment consulting,” said Kokolus. “I look forward to collaborating with the team and applying the experience I’ve built over the past 19 years to help Mason’s clients navigate complex investment challenges and achieve their long-term objectives.”