Scott Matheson is managing director, head of client solutions at CAPTRUST, based in Raleigh, NC.
Scott leads the client service, client solutions, client operations, and portfolio trading and implementation teams. He is responsible for the development and execution of client offerings and service delivery for all CAPTRUST clients.
Scott has worked in the industry since 1999. Before joining CAPTRUST in 2007, he worked on the institutional mortgage-based securities trading desk for Citigroup’s Global Investment Bank.
Scott earned his Bachelor of Science in finance from Appalachian State University and his Master of Business Administration from The University of North Carolina at Chapel Hill Kenan-Flagler Business School.
Outside of work, Scott enjoys nearly anything that gets him outdoors and active, catching a good concert with his wife, and above all spending quality time with his wife, two sons, and daughter. These days, most weekends are spent traveling, if not for their daughter’s lacrosse, then going to visit each of their sons in college (when they are “allowed,” of course).
Education
- Bachelor of Science in finance, Appalachian State University
- Master of Business Administration, University of North Carolina at Chapel Hill
Industry Designations
- Chartered Financial Analyst®
- Certified Public Accountant
Industry Involvement
- Member, ASPPA
- Member, NAPA
- Former Board Member, Strategic Advisory Board of the CFA Society of North Carolina Member
- Former Member, Retirement Savings Think Tank
- Former 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
- Former Board Member, Strategic Advisory Board of the CFA Society of North Carolina