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Michael Mason, Cfa Email & Phone Number

Associate at Chartwell Financial Advisory at Chartwell Financial Advisory
Location: Minneapolis, Minnesota, United States 11 work roles 3 schools
1 work email found @northlandsecurities.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@northlandsecurities.com
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Current company
Chartwell Financial Advisory
Role
Associate at Chartwell Financial Advisory
Location
Minneapolis, Minnesota, United States
Company size
76 employees

Who is Michael Mason, Cfa? Overview

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Quick answer

Michael Mason, Cfa is listed as Associate at Chartwell Financial Advisory at Chartwell Financial Advisory, a with 76 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at northlandsecurities.com and a matched LinkedIn profile for Michael Mason, Cfa.

Michael Mason, Cfa previously worked as Investment Banking Associate at Chartwell Financial Advisory and Co-Owner at Olio Coworking. Michael Mason, Cfa holds Bachelor’S Degree, Finance, General from University Of St. Thomas.

Company email context

Email format at Chartwell Financial Advisory

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*@northlandsecurities.com
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AeroLeads found 1 current-domain work email signal for Michael Mason, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Michael Mason, Cfa

Michael Mason, Cfa is a Associate at Chartwell Financial Advisory at Chartwell Financial Advisory. He possess expertise in social entrepreneurship, entrepreneurship, leadership, commercial real estate, lean startup and 8 more skills. He is proficient in English.

Listed skills include Social Entrepreneurship, Entrepreneurship, Leadership, Commercial Real Estate, and 9 others.

Current workplace

Michael Mason, Cfa's current company

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Chartwell Financial Advisory
Chartwell Financial Advisory
Associate at Chartwell Financial Advisory
minneapolis, minnesota, united states
Website
chartwellfa.com
Employees
76
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Company profile
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11 roles

Michael Mason, Cfa work experience

A career timeline built from the work history available for this profile.

Co-Owner

Current
Olio Coworking

Hopkins, Minnesota, United States

Aug 2021 - Present

Acquisitions Lead

Sureswift Capital

Minneapolis, Minnesota, United States

Leading the acquisitions process at SureSwift, Michael enjoys connecting with SaaS founders while understanding ways SureSwift can be helpful in the founder’s journey.

Sep 2022 - Jun 2023

Acquisitions Senior Analyst

Sureswift Capital

Minneapolis, Minnesota, United States

SureSwift Capital acquires SaaS businesses from independent founders and takes them to the next stage of growth.

Jul 2022 - Sep 2022

Acquisitions Analyst

Sureswift Capital

Minneapolis, Minnesota, United States

Jun 2021 - Jul 2022

Banking Associate

Northland Securities

Minneapolis, Minnesota, United States

Northland Networks, a subsidiary of Northland Capital Holdings, Inc., places commercial loans for real estate, equipment finance, and other types of projects, both privately and through loan syndications. Specialties include loan participations, investment securities, and community development partnerships. Recent loan projects include senior care, hospitality, corporate debt, and equipment financing. Northland Securities, Inc., Minneapolis, MN, MEMBER FINRA/SIPC, 800.851.2920.Third party posts do not reflect the views of Northland Securities and have not been reviewed by Northland Securities for completeness or accuracy.

Mar 2020 - Jun 2021

Co Owner

Gomahi.Com

Greater Minneapolis-St. Paul Area

GoMahi.com connects companies to innovative college students to find solutions to the companies’ biggest problems. Students will use the GoMahi.com platform, along with their expertise, to complete a process known as the design sprint. Great results for companies; great experience & prize money for students.Our mission: To connect companies to college students to find solutions to those very companies’ biggest problems.Our vision at GoMahi.com: A universe where real-world experience is a fundamental of every good college education.

Jan 2017 - Jul 2019

Remote Business Analyst Intern

Sureswift Capital

Greater Minneapolis-St. Paul Area

• Created, prepared, and issued a consolidated master budget and master forecast for all thirty-oneproperties held within the SureSwift Capital SaaS and content portfolios.• Compiled KPIs and worked closely with remote product managers to perform property and competitoranalysis, identifying opportunities for improvement in business operations and processes.• Analyzed property prospectuses, collecting data for future acquisition multiples.• Conducted a company-wide expense reallocation audit.

Feb 2018 - Jan 2019

Co Owner

Three Timbers Llc

Greater Minneapolis-St. Paul Area

• In charge of operations for Three Timbers LLC, a lakeshore restoration company in the Southwest Metro • Marketed services and formed lasting costumer relationships• Oversaw all major projects from start to finish• Bookkeeper and chaperoned all finances

May 2012 - Sep 2018

Executive Director

Holding Hope 501(C)(3)

Greater Minneapolis-St. Paul Area

We are a nonprofit committed to creating normalcy in the lives of children fighting chronic illnesses by funding captivating events through the sales of our inspirational apparel.

Aug 2015 - Sep 2017
Team & coworkers

Colleagues at Chartwell Financial Advisory

Other employees you can reach at chartwellfa.com. View company contacts for 76 employees →

MM Michael Montemarano Michael Montemarano Colleague at Chartwell Financial AdvisoryDallas-Fort Worth Metroplex, United States View → MS Matt Schubring, Asa Matt Schubring, Asa Colleague at Chartwell Financial AdvisorySt Paul, Minnesota, United States View → JG Josh Graff Josh Graff Colleague at Chartwell Financial AdvisoryMinneapolis, Minnesota, United States View → JA Jeff Anderson, Asa Jeff Anderson, Asa Colleague at Chartwell Financial AdvisoryPlano, Texas, United States View → TL Tim Lang Tim Lang Colleague at Chartwell Financial AdvisoryFrisco, Texas, United States View → SS Sam Schiller Sam Schiller Colleague at Chartwell Financial AdvisoryGreater Minneapolis-St. Paul Area, United States View → TS Tyler Seltzer Tyler Seltzer Colleague at Chartwell Financial AdvisoryChicago, Illinois, United States View → GF Greg Fresh Greg Fresh Colleague at Chartwell Financial AdvisoryGreater Minneapolis-St. Paul Area, United States View → RR Ryan Rassin Ryan Rassin Colleague at Chartwell Financial AdvisoryGreater Chicago Area, United States View → LJ Laura Jo Peasley Laura Jo Peasley Colleague at Chartwell Financial AdvisoryMinneapolis, Minnesota, United States View →
3 education records

Michael Mason, Cfa education

FAQ

Frequently asked questions about Michael Mason, Cfa

Quick answers generated from the profile data available on this page.

What company does Michael Mason, Cfa work for?

Michael Mason, Cfa works for Chartwell Financial Advisory.

What is Michael Mason, Cfa's role at Chartwell Financial Advisory?

Michael Mason, Cfa is listed as Associate at Chartwell Financial Advisory at Chartwell Financial Advisory.

What is Michael Mason, Cfa's email address?

AeroLeads has found 1 work email signal at @northlandsecurities.com for Michael Mason, Cfa at Chartwell Financial Advisory.

Where is Michael Mason, Cfa based?

Michael Mason, Cfa is based in Minneapolis, Minnesota, United States while working with Chartwell Financial Advisory.

What companies has Michael Mason, Cfa worked for?

Michael Mason, Cfa has worked for Chartwell Financial Advisory, Olio Coworking, Sureswift Capital, Northland Securities, and Gomahi.Com.

Who are Michael Mason, Cfa's colleagues at Chartwell Financial Advisory?

Michael Mason, Cfa's colleagues at Chartwell Financial Advisory include Michael Montemarano, Matt Schubring, Asa, Josh Graff, Jeff Anderson, Asa, and Tim Lang.

How can I contact Michael Mason, Cfa?

You can use AeroLeads to view verified contact signals for Michael Mason, Cfa at Chartwell Financial Advisory, including work email, phone, and LinkedIn data when available.

What schools did Michael Mason, Cfa attend?

Michael Mason, Cfa holds Bachelor’S Degree, Finance, General from University Of St. Thomas.

What skills is Michael Mason, Cfa known for?

Michael Mason, Cfa is listed with skills including Social Entrepreneurship, Entrepreneurship, Leadership, Commercial Real Estate, Lean Startup, Microsoft Excel, Rapid Prototyping, and Email Marketing.

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