Scott Matheson Email & Phone Number
Managing Director, Head of Client Solutions @ CAPTRUST
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Scott Matheson Location
- Durham, NC, US
Scott Matheson Work
- Managing Director, Head of Client Solutions @ (January 2020 - January 2021)
- Managing Director, Head of Institutional Group @ (January 2021 - January 2024)
- Managing Director, Head of Client Solutions @ (January 2024 - Present)
- Managing Director, Defined Contribution Practice Leader @ (April 2017 - January 2020)
- Senior Director, Defined Contribution Practice Leader @ (January 2012 - April 2017)
- Senior Director, Institutional Investment Research @ (January 2009 - January 2012)
- Senior Director, Pension and Wealth Management Investment Research @ (January 2008 - January 2009)
- Director, Pension and Wealth Management Investment Research @ (February 2007 - January 2008)
- Associate, Institutional Fixed Income Sales @ (January 2005 - January 2007)
- Associate, Sales and Trading @ (January 2004 - January 2004)
- Senior Accountant @ (January 2000 - January 2003)
- Corporate Finance Analyst @ (January 1999 - January 2000)
Scott Matheson Education
- UNC Kenan-Flagler Business School
MBA (Investment Management)
2003-2005 - Appalachian State University
BSBA (Finance)
1995-1999
Scott Matheson Skills
- Fixed Income
- Corporate Finance
- Trading
- Asset Allocation
- Series 7
- Investments
- Asset Management
- Mutual Funds
- Alternative Investments
- Series 63
- Investment Advisory
- Portfolio Management
- Wealth Management
- Investment Strategies
- Investment Management
- Microsoft Office
- Microsoft Excel
- Finance
- Marketing
- Account Management
- Business Analysis
- Customer Service
- Accounting
- Research
- Management
- Leadership
Scott Matheson Summary
- Scott Matheson, based in Durham, NC, US, is currently a Managing Director, Head of Client Solutions at CAPTRUST. Scott Matheson brings experience from previous roles at CAPTRUST. Scott Matheson holds a 2003 - 2005 MBA in Investment Management @ UNC Kenan-Flagler Business School. With a robust skill set that includes Fixed Income, Corporate Finance, Trading, Asset Allocation, Series 7 and more. Scott Matheson has 2 emails and 2 mobile phone numbers on RocketReach.
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