Scott T. Matheson, CFA, CPA

Managing Director,
Client Solutions

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Biography
Education & Other Highlights
Location(s)

Scott joined CAPTRUST in 2007 and is currently a managing director, head of client solutions.

As the head of client solutions, Scott is responsible for the development and execution of our client offerings and services. In this capacity, he leads nearly 700 CAPTRUST employees around the country, including the client service, client solutions, client operations and portfolio trading and implementation teams.

Beyond leading and serving the colleagues within his group, Scott also serves on the firm’s Executive and Operating Committees, leads the firm’s Skunkworks efforts and is Co-Founder and Chair of CAPTRUST’s Inclusion and Diversity Council.

Prior to joining the firm, Scott served as an institutional salesperson on a fixed income trading desk for Citigroup’s Global Investment Bank in New York, New York. Scott has worked in the industry since 1999. He earned his Bachelor of Science in Business Administration degree in finance from Appalachian State University and a Master of Business Administration degree from The University of North Carolina at Chapel Hill-Kenan-Flagler Business School. Scott is a Certified Public Accountant and a Chartered Financial Analyst.

When not in the office, you can find Scott spending time with his wife and three children.  If they’re not enjoying the outdoors together, they’re likely driving around to cheer on one of the kids’ lacrosse, basketball, soccer, volleyball, track, or theater events.

Education

  • Bachelor of Science in business administration degree in finance from Appalachian State University
  • Master of Business Administration degree from The University of North Carolina at Chapel Hill-Kenan-Flagler Business School

Industry Designations

  • Chartered Financial Analyst
  • Certified Public Accountant

Industry Involvement

  • Board Member, Strategic Advisory Board of the CFA Society of North Carolina Member
  • Member, ASPPA
  • Member, NAPA
  • Retirement Savings Think Tank
  • Member, RIA/BD Advisory Board, NAPA
  • Former chairman, communications, Government Affairs Committee, NAPA
  • Former vice-chair, Government Affairs Committee, NAPA
  • Former chairman, Government Affairs Committee, NAPA
  • Former member, Executive Government Affairs Committee, American Retirement Association

Podcast

Episode 55: Participant First With SUNY

In this episode, Jennifer Doss and Scott Matheson are joined by Michael Consorte, director of university-wide benefits for SUNY.

Listen Here

Resources

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