Scott Matheson's Location
Durham, NC, US
Scott Matheson's Work
- Managing Director, Head of Institutional Group @ CAPTRUST
- Managing Director, Head of Client Solutions @ CAPTRUST
- Managing Director, Defined Contribution Practice Leader @ CAPTRUST
- Senior Director, Defined Contribution Practice Leader @ CAPTRUST
- Senior Director, Institutional Investment Research @ CAPTRUST
- Senior Director, Pension and Wealth Management Investment Research @ CAPTRUST
- Director, Pension and Wealth Management Investment Research @ CAPTRUST
- Associate, Institutional Fixed Income Sales @ Citi
- Associate, Sales and Trading @ Citi
- Senior Accountant @ LarsonAllen
Scott Matheson's Education
- Appalachian State University
BSBA
- University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA
Scott Matheson's Skills
- Fixed Income
- Investment Strategies
- Microsoft Office
- Series 63
- Asset Allocation
- Portfolio Management
- Corporate Finance
- Series 7
- Asset Management
- Mutual Funds
Scott Matheson's Summary
Scott Matheson, based in Durham, NC, US, is currently a Managing Director, Head of Institutional Group at CAPTRUST, bringing experience from previous roles at CAPTRUST. Scott Matheson holds a BSBA @ Appalachian State University. With a robust skill set that includes Fixed Income, Investment Strategies, Microsoft Office, Series 63, Asset Allocation and more, Scott Matheson contributes valuable insights to the industry. Scott Matheson has 3 emails and 1 mobile phone number on RocketReach.
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