June 25, 2025
A suburban Philadelphia wealth manager was sentenced Wednesday to just over eight years in prison for using nearly $25 million of his clients' money on properties, country club fees and luxury vacations, his counsel said.
January 28, 2025
A suburban Philadelphia investment adviser pled guilty in federal court Tuesday morning to charges that he stole more than $20 million of his clients' money, which he spent on international travel, country club dues, and a stake in a New Jersey mini golf course.
January 27, 2025
By the time Scott Mason and his company Rubicon Wealth Management were hit with criminal and regulatory enforcement claims alleging he stole $20 million from clients, the suburban Philadelphia wealth manager was already defending multiple civil lawsuits in Pennsylvania state court.
January 17, 2025
A Pennsylvania investment adviser's alleged misappropriation of more than $20 million worth of client funds has landed him criminal charges and civil enforcement action from U.S. Securities and Exchange Commission.