Mason Capital Partners

Mark Miller is a financial advisor at Mason Capital Partners in Boston, MA, with 14 years of industry experience. He holds a Series 66 designation and has worked at Mason Capital Partners since 2018, following five years at SagePoint Financial. In addition to his advisory role, he is a statutory agent for M.R. Miller Financial, LLC, which sells life insurance and annuities as part of a broader financial planning practice. Mason Capital Partners provides portfolio management to individual and institutional clients, focusing on an income-with-growth strategy that balances equities and fixed income. The firm employs fundamental analysis and maintains low turnover, serving retail investors, high-net-worth individuals, and institutional entities through separately managed accounts and pooled investment vehicles.

Gregg Picillo is a CFA® charterholder and managing partner at Mason Capital Partners in Boston, MA, with 13 years of industry experience. He has been with Mason Capital Partners since 2006. Mason Capital Partners provides portfolio management to individual and institutional clients, employing an income-with-growth strategy that emphasizes equities and fixed income. The firm uses fundamental analysis and credit review, focusing on dividends, controlled position sizes, and low turnover, and serves retail, high-net-worth, and institutional investors.

Elliot Bruce is a CFA® charterholder and holds a Series 65 license, currently serving as an advisor at Mason Capital Partners in Boston, MA, with two years of industry experience. He has worked at Mason Capital Partners since 2017 and has held prior roles at Aquitaine Restaurant, Balanced Rock Investment Advisors, Oasis, and The Bancroft. He is chairman of the board of Fundamentals First Fund, an ETF managed by Mason Capital Partners. Mason Capital Partners provides portfolio management to individual and institutional clients, focusing on an income-with-growth strategy that balances equities and fixed income through fundamental analysis, valuation, and credit review. The firm serves retail, high-net-worth, and institutional clients and manages both separately managed accounts and pooled investment vehicles.