Tobi Mason, CFA

Investment Manager

Tobi Mason is an Investment Manager in our California office.  Prior to joining Trillium in 2022, she was a Senior Portfolio Manager at Rosenblum, Silverman, Sutton Investment Counsel in San Francisco.  Previous roles include Senior Wealth Advisor at Boston Private Bank and Trust and Private Client Advisor at City National Bank in San Francisco. Tobi has over 30 years of experience providing individuals, families, and non-profit organizations with customized wealth management and investment solutions, including socially responsible and impact investing. Tobi is a CFA Charterholder (Chartered Financial Analyst).  She graduated from the University of California, Santa Barbara where she earned her BA in Economics.  

Tobi is a San Francisco Bay Area native who lives in San Francisco.  She relishes spending time with her friends and extended family.  She also likes reading, swimming, hiking, photography, travelling and learning new languages.

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