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Scott T. Matheson, CFA, CPAManaging Director, Defined Contribution Practice Leader

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

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.

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

INDUSTRY DESIGNATIONS 

  • Chartered Financial Analyst® (CFA)
  • Certified Public Accountant (CPA)

INDUSTRY INVOLVEMENT 

  • Board Member, Strategic Advisory Board of the CFA Society of North Carolina Member
  • ASPPA Member
  • NAPA Member
  • Retirement Savings Think Tank

Personal Profile

Hometown:
Durham, NC
Favorite Book or Movie:
Chasing Jaguars and The Goonies
Ideal Dinner Guest:
My Dad, Mark Twain, and Leonardo Da Vinci
Words to Live By:
Dum vivimus vivamus
Qualities I Admire in People:
Perserverence, optimism, and humility
Favorite Philanthropy:
Legacy Fund