Mason Salit
About Mason Salit
Mason Salit serves as the Chief Talent Officer at Dynasty Financial Partners, where he specializes in leadership development and talent assessment. He has extensive experience in wealth management and financial performance, having held various leadership roles across prominent financial institutions.
Current Role at Dynasty Financial Partners
Mason Salit serves as the Chief Talent Officer at Dynasty Financial Partners, a position he has held since 2018. In this role, he focuses on leadership development and talent assessment, utilizing his expertise to nurture and evaluate talent within the organization. His responsibilities include overseeing talent strategies that align with the company's objectives and enhancing the overall performance of the team.
Previous Experience in Wealth Management
Prior to his current role, Mason Salit held various significant positions in the wealth management sector. He worked at HSBC Private Bank as Head of International Private Banking in New York from 2007 to 2012. He also served as Wealth Market Leader at TD Wealth in New York City from 2012 to 2014 and was the International Wealth Management Head at Citi from 2006 to 2007. His extensive experience in these roles has contributed to his understanding of Ultra High Net Worth (UHNW) and High Net Worth (HNW) client sectors.
Educational Background
Mason Salit holds a Bachelor of Arts in History from Binghamton University, where he studied from 1982 to 1986. He furthered his education by obtaining a Master of Business Administration in Marketing from NYU Stern School of Business, completing his studies from 1988 to 1990. His educational background provides a strong foundation for his career in finance and talent management.
Licenses and Certifications
Mason Salit holds several important licenses, including Series 7, 66, and 24. These licenses indicate his strong foundation in securities and investment advisory, allowing him to operate effectively within the financial services industry. His certifications reflect his commitment to maintaining a high standard of professional knowledge and compliance.
Expertise in Financial Management
Mason Salit has demonstrated expertise in P&L management, showcasing his proficiency in overseeing financial performance and profitability. His skills extend to restructuring and segmenting businesses, which highlight his ability to optimize organizational structures for efficiency. This expertise is essential in his roles within the wealth management sector.