Scott T. Matheson, CFA, CPA

Managing Director,
Institutional Group

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Biography
Education & Other Highlights
Location(s)

Scott joined CAPTRUST in 2007 and is currently a managing director for CAPTRUST’s Institutional Group.

As a managing director, Scott is responsible for leading CAPTRUST’s Institutional Group, which is comprised of a client service team, the centralized client solutions team, and research teams.

Altogether, Scott oversees the work of more than 260 CAPTRUST employees. He also serves on the firms strategic planning committee, supporting the creation and deployment of firm strategies.

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. As a family they enjoy wake surfing, wake boarding, and white-water kayaking.

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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