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 @
- 2017 -2025 Founding Partner of Laidlaw Asset Management @
- 2014 -2017 Founding Partner and Managing Director and Wealth Manager @
- 1999 -2014 Senior Vice President and Wealth Manager @
- 1987 -1999 Financial Advisor @
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
Master's degree (Finance, General)
Ken Mathieson Skills
- Series 3
- Series 7
- Series 63
- Series 65
- Financial Analysis
- Wealth Management
- Bonds
- Stocks
- Manage Client Relationships
- Family Office Advisory
- 401k Rollovers
- Investment Strategies
- Estate Planning
- Retirement Planning
- Project Management
- Microsoft Office
- Investments
- Public Speaking
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 1 emails and 2 mobile phone numbers on RocketReach.
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