Lise Christine Tom Mason

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → Present
  Citigroup
  New York, NY
• 09/2022 → 05/2023
  Swarthmore College
  Swarthmore, PA
• 06/2022 → 08/2022
  Citigroup
  New York, NY
• 09/2021 → 05/2022
  Swarthmore College
  Swarthmore, PA
• 06/2021 → 08/2021
  Alliancebernstein Lp
  New York, NY
• 06/2020 → 08/2020
  Theatre Aspen
  Aspen, CO
• 02/2021 → 05/2021
  Swarthmore College
  Swarthmore, PA
• 02/2022 → 05/2022
  Swarthmore College
  Swarthmore, PA
• 08/2019 → 05/2023
  Swarthmore College
  Swarthmore, PA
• 08/2016 → 05/2019
  Choate Rosemary Hall
  Wallingford, CT

Exams

• S66 Uniform Combined State Law Examination
  2023-09-01

Other Names

• Christine Mason
• Lise Christine Mason