MASON SAROSI, CFA®
Trust Officer, Relationship Manager
Team Member since 2017
Mason Sarosi is a hardworking, organized, efficient team player. He is a shining example of effective flexibility. With the right combination of people and resources, he can accomplish just about any project with ease. He doesn’t just want to see himself succeed but feeds off the success of others. Mason has 6+ years’ experience in wealth management. Having earned his Bachelor of Arts in Business Administration with a concentration in finance and a minor in history from Kalamazoo College, he has also gone on to earn the designation of Chartered Financial Analyst (CFA) since 2022. Mason was a 4-year letter winner as a member of the Kalamazoo College football team, named to the All – MIAA Academic Honor Roll. He has graduated from our professional development program focusing on trust administration, investments, and operations. Mason is on the Steering Committee for the Saginaw Valley Young Professionals Network. He also studied abroad in Madrid, Spain, and has spent time volunteering on mission trips to Mexico.
What’s the best piece of professional advice you’ve ever received?
Stay. Commit fully when given the opportunity and time. Too often I see individuals jump around rather than fully investing themselves in their endeavors.
What do you love most about working at Tri-Star?
The quality of colleagues on both an intellectual and personal level. That combined with the opportunity to work in the financial space, while placing such an overt emphasis on keeping our stakeholders’ interest at the forefront, as well as being able to work in the world of philanthropy presents a comparatively, uniquely rewarding opportunity.
What do you enjoy doing in your personal time?
I enjoy golfing, spending time with friends/family and reading, mainly historical nonfiction or books covering finance. Though I don’t enjoy it nearly as much, studying―which is where I spend most of my free time now.
What are your top three bucket list items?
- Go to Oktoberfest
- Go to the Masters
- Golf in Scotland