Overview
MCP has been a Registered Investment Advisor for over three decades. As of December 31, 2023
Albert D. Mason, Inc. assets under management were $200,538,117.
We manage assets for institutional and retail accounts. We offer investment advisory services for
our partnerships and separately managed accounts. Our services include investment management
using fundamental analysis and company research. We also apply valuation principles to identify
stocks that we find attractive to buy and bonds and preferred stocks that we believe are credit
worthy.
We manage money basically one way, which is income with growth but we tailor our services to
the individual needs of clients. Clients may request restrictions on investing in certain securities
or types of securities.
The sole owner of Albert D. Mason, Inc. (ADM) is Albert Mason.
We think our credentials are important. General standards of education include undergraduate and
a graduate degree in business management and other areas. Standards of
experience include a
minimum of 5 years of experience in the investment business specifically or in business generally.
Education and Business Background
Albert D. Mason
Year of Birth: 1934
Education: BS Economics - Wharton School of Business, MBA - Harvard Graduate School of
Business
Business background, preceding five years: Partner, portfolio manager, analyst - MCP
Gregg Picillo, CFA
Year of Birth: 1966
Education: BS Finance - Merrimack College, MBA - Suffolk University
Business background, preceding five years: Partner, portfolio manager, analyst – MCP
Mark R. Miller, CFA
Year of Birth: 1960
Education: BA Economics - Colgate University,
Business background, preceding five years: Portfolio Manager, analyst – MCP
Elliot M. Bruce, CFA
Year of Birth: 1992
Education: BS Mathematics, BA Economics – Commonwealth College at the University of
Massachusetts, MBA – Boston College
Business background, preceding five years: Partner, portfolio manager, analyst – MCP