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
- 2020 -2021 Managing Director, Head of Client Solutions @
- 2021 -2024 Managing Director, Head of Institutional Group @
- 2024 -now Managing Director, Head of Client Solutions @
- 2017 -2020 Managing Director, Defined Contribution Practice Leader @
- 2012 -2017 Senior Director, Defined Contribution Practice Leader @
- 2009 -2012 Senior Director, Institutional Investment Research @
- 2008 -2009 Senior Director, Pension and Wealth Management Investment Research @
- 2007 -2008 Director, Pension and Wealth Management Investment Research @
- 2005 -2007 Associate, Institutional Fixed Income Sales @
- 2004 -2004 Associate, Sales and Trading @
- 2000 -2003 Senior Accountant @
- 1999 -2000 Corporate Finance Analyst @
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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