James Mattson Email & Phone Number
Managing Partner and Financial Advisor
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James Mattson Location
- Minneapolis, MN, US
James Mattson Work
- 2023 -now Managing Partner and Financial Advisor @ Mattson Wealth Management
- 2020 -2023 Financial Advisor, Managing Director @
- 2013 -2020 Vice President, Portfolio Manager, Financial Advisor and Financial Planning Specialist @ Morgan Stanley
- 2011 -2013 Finance Intern @ Morgan Stanley
James Mattson Education
- Saint John's University
Bachelor of Arts (BA) (Accounting & Finance)
2010-2013
James Mattson Skills
- Portfolio Management
- Strategic Financial Planning
- Football
- Investments
- Finance
- Fitness
- Services
- Financial Services
- Wealth Management
James Mattson Summary
- James Mattson, based in Minneapolis, MN, US, is currently a Managing Partner and Financial Advisor at Mattson Wealth Management. James Mattson brings experience from previous roles at Ameriprise Financial Services, LLC and Morgan Stanley. James Mattson holds a 2010 - 2013 Bachelor of Arts (BA) in Accounting & Finance @ Saint John's University. With a robust skill set that includes Portfolio Management, Strategic Financial Planning, Football, Investments, Finance and more. James Mattson has 1 emails on RocketReach.
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