Ken Mathieson Email & Phone Number

Managing Director @ U.S. Capital Wealth, LLC

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Ken Mathieson Location

New York, NY, US

Ken Mathieson Work

2025 - now Managing Director @ U.S. Capital Wealth, LLC
2017 - 2025 Founding Partner of Laidlaw Asset Management @ Laidlaw Wealth Management LLC
2014 - 2017 Founding Partner and Managing Director and Wealth Manager @ Steward Partners Global Advisory

1999 - 2014 Senior Vice President and Wealth Manager @ Morgan Stanley
1987 - 1999 Financial Advisor @ Prudential Financial
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Ken Mathieson Education

Fairleigh Dickinson University
Master of Business Administration (MBA) (Finance, General)
1986 - 1988
State University of New York Maritime College
Bachelor of Science - BS (Marine Transportation )
1982 - 1986
Fairleigh Dickinson University

Ken Mathieson Skills

Series 3
Series 7
Series 63

Series 65
Financial Analysis
Wealth Management
Bonds
Stocks
Manage Client Relationships
Family Office Advisory

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Ken Mathieson Summary

Ken Mathieson, based in New York, NY, US, is currently a Managing Director at U.S. Capital Wealth, LLC. Ken Mathieson brings experience from previous roles at Laidlaw Asset Management LLC, Steward Partners Global Advisory, Morgan Stanley Wealth Management and Prudential Securities. Ken Mathieson holds a 1986 - 1988 Master of Business Administration (MBA) in Finance, General @ Fairleigh Dickinson University. With a robust skill set that includes Series 3, Series 7, Series 63, Series 65, Financial Analysis and more. Ken Mathieson has 2 emails and 2 mobile phone numbers on RocketReach.

Ken Mathieson Emails

Found 2 emails

Ken Mathieson Phone Numbers

Found 6 phone numbers

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Top U.S. Capital Wealth, LLC Employees

Willa Sheridan

Chief Operating Officer at U.S. Capital Wealth, LLC

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Managing Director at U.S. Capital Wealth, LLC

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Davis Rushing

Managing Director at U.S. Capital Wealth, LLC

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Courtney Bowling

Head of Legal and Compliance at U.S. Capital Wealth, LLC

Austin, TX, US
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Roman Reed

Executive Director at U.S. Capital Wealth, LLC

Houston, TX, US
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