Crystal L. Mason

Portfolio Specialist

At Capital Planning
Crystal joined Capital Planning in February 2012 and is a Portfolio Specialist. Her background offers a solid, knowledgeable foundation for Capital Planning clients and provides the important market support to execute trades as required. She is a people person and thoroughly enjoys working with the clients and providing the service teams support.

Practice Focus

  • Fixed income, equity and mutual fund trading
  • Ensuring trade accuracy
  • Investment Reporting

When I Am Not at Work
A Florida transplant, Crystal enjoys spending time exploring the Pacific Northwest with her husband Chris. They enjoy cooking, hiking in the beautiful outdoors and taking roadtrips to discover new places together.

Previous Roles or Ventures
Worked as an Equity Trader and Trade Associate at Eagle Asset Management, the asset management arm of Raymond James Financial.

Education & Designations

  • BSBA in Finance, University of Florida (GO GATORS!)

Events

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