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Scott T. Matheson, CFA®, CPA

Scott T. Matheson, CFA®, CPA

Managing Director,
Defined Contribution Practice Leader

  • Durham, NC
  • Chasing Jaguars | The Goonies
  • My Dad, Mark Twain, and Leonardo Da Vinci
  • Dum vivimus vivamus.
  • Perserverence, optimism, and humility

Consulting Solutions Group

Scott specializes in innovative service solutions for defined contribution clients and works out of the Raleigh, NC office.

Scott joined CAPTRUST in 2007 and is currently a managing director, defined contribution practice leader, responsible for leading the development of defined contribution services to address the needs of CAPTRUST’s clients. Prior to joining the firm, Scott served as an institutional sales person on a fixed income trading desk for Citigroup’s Global Investment Bank in New York, NY. Scott has worked in the industry since 1999.

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

  • Certified Public Accountant
  • Chartered Financial Analyst®

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

News & Resources

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