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Mason Billock, CFP®, CAIA 2017-08-08T12:04:19+00:00

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Mason Billock, CFP®, CAIA | Swan Global Investments

Con­tact Mason Bil­lock

949.444.5496

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Direc­tor – Insti­tu­tion­al Group

Mason Bil­lock, CFP®, CAIA is respon­si­ble for Swan’s busi­ness devel­op­ment and client ser­vice efforts with­in the insti­tu­tion­al chan­nel. This includes large RIA’s, fam­i­ly offices, pri­vate banks, sub-advi­so­ry, turn-key man­agers, etc.

Pri­or to join­ing Swan, Mason worked at Hat­teras Funds as an Exec­u­tive Direc­tor help­ing advi­sors and insti­tu­tions with their alter­na­tive allo­ca­tions. Pri­or to Hat­teras he worked at Arrow Funds, an alter­na­tive and ETF asset man­ag­er, as Region­al Invest­ment con­sul­tant. Before his work at Arrow Funds, Mason also served as a Vice Pres­i­dent for Prin­ci­pal funds. He also worked at North­west­ern Mutu­al Finan­cial Ser­vices.