Adil Masood, CPA

Designations and Licenses

Adil is a Certified Public Accountant.

Experience and Education

Adil provides clients with personalized wealth management solutions that include financial planning, tax preparation, investing and reporting to help them reach their goals.

Prior to joining Mariner, Adil was a principal, managing director, co-portfolio manager, fixed income and chief compliance officer at Forté Capital LLC. He advised high-net-worth clients on financial planning and tax-related issues and provided consultation and asset management services to ERISA plans, not-for-profits and endowments.

Adil holds a bachelor’s degree in biology and political science and an MBA in accounting and finance from the University of Rochester.

Personal Interests

Away from the office, Adil enjoys cooking, traveling and spending time with family. He also provides social services to the inner-city community.