Mason Investment Advisory Welcomes Pete Kokolus as Senior Investment Consultant

Mason Investment Advisory Services Welcomes Pete Kokolus

In a significant development within the investment advisory sector, Mason Investment Advisory Services, based in Reston, Virginia, has announced that Pete Kokolus has joined their team as a Senior Investment Consultant. Kokolus, who holds a CFA designation, brings an impressive background that enhances Mason's commitment to delivering exceptional investment consulting services.

A Wealth of Experience

With over 16 years of investment consulting experience under his belt, Kokolus has held esteemed positions at some of the industry's leading firms. He previously served as a Senior Investment Consultant at Vanguard Institutional Advisory Services and most recently worked as Principal and Senior Investment Consultant at Mercer. His extensive career, spanning 22 years in the investment field, has equipped him with a wealth of knowledge in various critical areas including strategic asset allocation, portfolio construction, and investment policy development.

Kokolus is set to play a vital role at Mason by collaborating with institutional clients, which include foundations, endowments, healthcare organizations, and retirement plans. His expertise will undoubtedly be pivotal in navigating the complex landscape of investment challenges faced by these institutions.

Strengthening the Team

The announcement was met with enthusiasm from Mason Investment's leadership. Allie Gormier, President of the Institutional Division and also a Senior Investment Consultant at Mason, expressed her excitement about Kokolus joining the firm. "We are thrilled to welcome Pete to the Mason team. 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," she stated.

Will Thorpe, the Chief Marketing and Development Officer for Mason's Institutional Division, echoed Gormier's sentiments, emphasizing Kokolus’s unique blend of technical investment expertise and leadership experience. "His track record of building strong client relationships and developing analyst talent aligns well with how Mason approaches both client service and team development. We expect his contributions to significantly elevate our institutional practice," Thorpe remarked.

Commitment to Excellence

Kokolus himself expressed his enthusiasm about the new opportunity. "I am excited to join Mason, a firm that shares my commitment to independent, research-based investment consulting. 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," he stated, highlighting his dedication to delivering high-quality consulting services.

This move comes at a time when Mason is focusing on expanding its services to better meet the needs of its institutional clients. The firm manages approximately $15.9 billion in assets as of March 31, 2026, and operates across 46 states and Washington, D.C. Being independently held and registered with the SEC, Mason continues to earn trust from its clients through transparency and dedication to investment excellence.

Conclusion

Pete Kokolus's arrival at Mason Investment Advisory Services marks an exciting chapter not only for him personally but also for the firm as they aim to enhance their institutional consulting practice. His extensive experience and proven track record will undoubtedly help Mason cultivate robust strategies and provide exemplary service to its clients in the years to come.