Kapnisi Joins a Nationally Recognized Financial Planning and Investment Advisory Firm as a Senior Financial Planner in Mason’s Private Client Division
RESTON, Go., August 29, 2022 /PRNewswire/ — Mason Investment Advisory Services, Inc., a Reston, Virginia Registered investment advisory and financial planning firm is pleased to announce that Lee Kapnisi has joined Mason’s private client practice as Senior Financial Planner. Mr. Kapnisi will work with high net worth individuals and families and will focus on comprehensive and personalized financial planning and investment management (www.masoncompanies.com/about-us/news/).
Mr. Kapnisi brings expertise in financial planning and investing having received the CFA charter and the CFP® designation. Prior to joining Mason, Mr. Kapnisi was a Senior Wealth Advisor at TIAA for seven years.
Chris Schreiner, Chief Operating Officer and Senior Financial Planner, said, “Lee’s experience as a senior financial advisor to hundreds of clients will get him started at Mason.” Mr. Kapnisi said, “I am delighted to be part of an organization that is very dedicated to the needs of its customers. I am particularly pleased to be able to provide a high level of service and help in complex situations.
Founded in 1982, Mason works with individuals, families and institutions (foundations, endowments, corporate funds and pension plans) in more than 40 states, is an independent company and does not create any proprietary products. mason is done $11 billion in assets under management and in aggregate assets/reporting only. Mason is an SEC registered investment adviser. Please note that registration with the SEC does not constitute an endorsement of the Company by the Commissioner, nor does it indicate that the Company’s advisers have attained any particular level of skill or ability.
SOURCE Mason Investment Advisory Services, Inc.