Eric Matheson Email & Phone Number
President @ Matheson P.A.
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Eric Matheson Location
- Boca Raton, FL, US
Eric Matheson Work
- 2019 -now President @
- 2017 -2019 Director of Family Office Services @ Worth Venture Partners, LLC
- 2013 -2017 Senior Director @
Eric Matheson Education
- University of Miami School of Law
LL.M. (Editorial Board, Business Law Review)
1996-1999 - University of Miami School of Law
JD (Editorial Board, Articles and Comments Editor, Business Law Journal)
1989-1992 - University of Miami
BA (with honors, Henry King Stanford Scholarship receipient; Ambassadors 100; Campus Sports and Recreation Advisory Board; Resident Advisor)
1985-1989
Eric Matheson Skills
- Estate Planning
- Asset Allocation
- Investments
- Alternative Investments
- Retirement Planning
- Equities
- Investment Management
- Trusts
- Fixed Income
- Capital Markets
- Financial Advisory
- High Net Worth Individuals
- Training
- High Net Worth
- Leadership
- Private Banking
- Sales
- Fiduciary
- Strategic Planning
- Wealth Management
- Family Office
- Real Estate Transactions
- Philanthropy
- Title Insurance
Eric Matheson Summary
- Eric Matheson, based in Boca Raton, FL, US, is currently a President at Matheson P.A.. Eric Matheson brings experience from previous roles at Worth Venture Partners, LLC and BNY Mellon. Eric Matheson holds a 1996 - 1999 LL.M. in Editorial Board, Business Law Review @ University of Miami School of Law. With a robust skill set that includes Estate Planning, Asset Allocation, Investments, Alternative Investments, Retirement Planning and more. Eric Matheson has 3 emails and 3 mobile phone numbers on RocketReach.
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