Who Is Mason Morfit?
Mason Morfit stands as one of the most influential figures in modern investment management. As the Co-CEO and Chief Investment Officer of ValueAct Capital, he has built a reputation that extends far beyond Wall Street. His thoughtful approach to investing and corporate governance has earned him respect across industries, while his personal life has captured public attention following his marriage to actress Jordana Brewster.
| Attribute | Details |
|---|---|
| Full Name | Mason Morfit |
| Date of Birth | 1976 |
| Age | 48-49 years old (as of 2025) |
| Birthplace | Washington, D.C., United States |
| Nationality | American |
| Education | B.A. from Princeton University |
| Occupation | Investor, Business Executive |
| Current Position | Co-CEO and Chief Investment Officer of ValueAct Capital |
| Years Active | 1990s–present |
| Net Worth | Estimated $5.5 billion (as of 2025) |
| Company | ValueAct Capital |
| Assets Under Management | Over $10 billion |
| Previous Roles | • Healthcare Equity Research Analyst at Credit Suisse First Boston • President of ValueAct Capital (2013) • Chief Investment Officer of ValueAct Capital (2017) • CEO of ValueAct Capital (2020) |
| Board Positions (Current) | • Director of Salesforce Inc. (since March 2023) • Member of Business Transformation Committee at Salesforce |
| Board Positions (Past) | • Microsoft Corporation (2014-2017) • Advanced Medical Optics, Inc. • C.R. Bard, Inc. • Immucor, Inc. • MSD Performance, Inc. • Solexa, Inc. • Valeant Pharmaceuticals International |
| Spouse | Jordana Brewster (m. 2022) |
| Previous Marriage | Anna-Mieke Ortiz (m. 2004–c. 2020) |
| Children | 4 biological children, 2 stepchildren (6 total in blended family) |
| Notable Investments | • Microsoft ($2 billion stake in 2013) • Salesforce ($1 billion stake) • Meta ($1 billion position in 2024) • The New York Times (7% stake in 2022) |
| Philanthropy | • Board of Directors, Tipping Point Community • Advisory Council, Princeton University School of Public and International Affairs |
| Teaching Experience | • Stanford Law School’s Director’s College • Stanford Graduate School of Business • UC Berkeley Haas School of Business |
| Personal Interests | Anna-Mieke Ortiz (m. 2004–c 2020) |
| Musical Projects | Released EP titled “Not Out of Time” |
| Known For | • Long-term investment strategy • Collaborative approach to corporate governance • Being one of the “nice guys” in activist investing |
| Residence | Guitarist in the band “Birdseed” |
Early Life and Education
Born in 1976 in Washington, D.C., Mason Morfit grew up with global exposure during his formative years. This early international perspective would later shape his investment philosophy and approach to business.
His academic journey led him to Princeton University, where he received his B.A. The connection to Princeton remained strong throughout his career, as he later became a member of the advisory council for Princeton University’s School of Public and International Affairs. This ongoing relationship demonstrates his commitment to education and developing future leaders.
Professional Journey: From Analyst to CEO
Early Career Beginnings
Mason Morfit’s professional story began at Credit Suisse First Boston, where he worked as a healthcare equity research analyst. During this period, he focused on the managed care industry, developing expertise that would prove invaluable in his future endeavors. This early experience provided him with the analytical skills and industry knowledge that formed the foundation of his investment career.
The ValueAct Capital Journey
The pivotal moment in Mason Morfit’s career came in 2001 when he joined ValueAct Capital at just 25 years old. This decision would define the next two decades of his professional life and establish him as one of the most respected investors in the industry.
His rise through the organization was steady and impressive. In 2013, he was promoted to President, recognizing his growing influence and strategic vision. Four years later, in 2017, he took on the role of Chief Investment Officer, giving him greater control over the firm’s investment decisions. The culmination of this progression came in 2020 when he became CEO.
Today, Mason Morfit serves as Co-CEO and Chief Investment Officer of ValueAct Capital, managing over $10 billion in assets under management. Under his leadership, the firm has maintained its reputation for thoughtful, long-term investing that focuses on operational efficiency and responsible governance.
Investment Philosophy
What sets Mason Morfit apart is his investment approach. He’s known as a thoughtful, patient strategist who takes a long-term growth orientation. Rather than seeking quick profits, he focuses on identifying companies with strong fundamentals and working collaboratively with management teams to unlock value. His emphasis on operational efficiency and responsible governance has made him a preferred partner for companies transforming.
Board Positions and Corporate Governance
Current Leadership Roles
Mason Morfit currently serves as a Director of Salesforce Inc., a position he has held since March 2023. In this role, he sits on the Business Transformation Committee, helping guide one of the world’s leading cloud computing companies through strategic initiatives.
Past Board Experience
His board experience is extensive and impressive. From 2014 to 2017, he served on the Microsoft Board of Directors during a critical transformation period under CEO Satya Nadella. This experience gave him insight into how large technology companies navigate change.
Beyond Microsoft, Mason Morfit has served on the boards of numerous companies, including Advanced Medical Optics, Inc., C.R. Bard, Inc., Immucor, Inc., MSD Performance, Inc., Solexa, Inc., and Valeant Pharmaceuticals International. This diverse board experience across healthcare, technology, and other sectors has broadened his understanding of different industries and business models.
Teaching and Thought Leadership
His expertise extends to the classroom as well. He has lectured on corporate governance and executive compensation at Stanford Law School’s Directors’ College, Stanford Graduate School of Business, and UC Berkeley Haas School of Business. These teaching engagements reflect his commitment to sharing knowledge and shaping the next generation of business leaders.
Notable Investment Activities
Microsoft Transformation
One of Mason Morfit’s most significant investment successes involved Microsoft. ValueAct purchased $2 billion worth of Microsoft stock in 2013, and he subsequently served on the board during the company’s transformation under CEO Satya Nadella. This investment showcased his ability to identify companies at inflection points and work constructively with management to drive value.
Salesforce Stake
ValueAct disclosed its stake in Salesforce in January 2023, later increasing the position to 3.9 million shares worth $1 billion. This investment demonstrates continued confidence in cloud computing and enterprise software.
Meta Investment
In November 2024, ValueAct took a $1 billion position in Meta, showing Mason Morfit’s willingness to invest in companies navigating significant business model transitions.
The New York Times
In August 2022, ValueAct disclosed a 7% stake in The New York Times, representing a bet on quality journalism and digital media transformation.
Personal Life: Love and Family
Mason Morfit First Wife
Mason Morfit was married to Anna-Mieke Ortiz from 2004 to around 2020. During their marriage, they had four children together. While details about his first marriage remain private, it’s clear that family has always been important to him.
How Did Jordana Brewster Meet Mason Morfit?
The story of how Jordana Brewster and Mason Morfit met captured public attention in 2020. The actress and the investment executive began their relationship during a challenging time, and their connection quickly deepened. While the exact circumstances of their meeting haven’t been publicly detailed, their relationship became public in 2020, marking a new chapter for both.
Jordana Brewster Husband
Mason Morfit became Jordana Brewster’s husband on September 3, 2022, when they married in Redondo Beach, California. The wedding brought together their blended family in a celebration of love and new beginnings.
Is Jordana Brewster Still Married?
Yes, Jordana Brewster is still married to Mason Morfit. Their marriage continues to thrive, with the couple creating a blended family of six children. He is a father of four from his first marriage and stepfather to two, embracing the joys and challenges of a large, modern family.
Personal Interests Beyond Finance
Outside the boardroom, Mason Morfit pursues creative interests. He’s a guitarist in a band called Birdseed, which has released an EP titled “Not Out of Time.” This musical outlet provides a creative balance to his demanding career in finance and demonstrates his multifaceted personality.
Philanthropy and Community Service
Mason Morfit’s commitment to giving back is evident in his philanthropic work. He serves on the Board of Directors of the Tipping Point Community, an organization dedicated to fighting poverty in the Bay Area. Combined with his continued involvement with Princeton University’s advisory council, these activities show his dedication to education and social responsibility.
How Did Mason Morfit Make His Money?
The question of how Mason Morfit made his money centers on his career at ValueAct Capital. His wealth comes from his ownership stake in the investment firm and the performance fees generated from managing billions in assets. As Co-CEO and Chief Investment Officer, he participates in the firm’s profits, which are generated through successful investments in public companies.
His investment acumen, particularly in identifying undervalued companies and working with management to improve operations, has driven returns for ValueAct’s investors and generated substantial wealth for him personally. His board positions and early equity stakes in various companies have also contributed to his financial success.
Mason Morfit Net Worth and Age
How Much Is Mason Morfit Worth in 2025?
Mason Morfit’s net worth is estimated at least $5.5 billion as of 2025. This substantial wealth comes from his significant holdings in Microsoft, Salesforce, and other companies, combined with his ownership stake in ValueAct Capital itself. The exact figure varies based on market conditions and the performance of his portfolio companies.
Mason Morfit Age
Born in 1976, Mason Morfit is currently 48-49 years old. His age is particularly noteworthy given his tremendous success—he achieved billionaire status and became CEO of a major investment firm while still in his forties, demonstrating exceptional business acumen at a relatively young age.
Reputation and Legacy
Mason Morfit has earned a reputation as one of the “nice guys” in business, a rare distinction in the competitive world of activist investing. He’s recognized as a shareholder that companies going through change want to have on their share register, reflecting his collaborative approach and long-term thinking.
His balanced career spans finance, corporate governance, and now cultural recognition through his marriage. Unlike aggressive activists who seek confrontation, he builds relationships and works constructively with management teams to drive value for all stakeholders.
Conclusion
Mason Morfit represents a new generation of investment leaders—thoughtful, patient, and focused on sustainable value creation. From his early days as a healthcare analyst to his current role leading ValueAct Capital, he has demonstrated consistent excellence. His marriage to Jordana Brewster has brought additional public attention, but his professional achievements stand on their own merit.
With over $10 billion in assets under management, board positions at major corporations, and a reputation for integrity, Mason Morfit continues to shape the landscape of modern investing. His story illustrates how combining analytical rigor, strategic patience, and collaborative leadership can create lasting success in both business and life.
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