Profile
Mr. Scott T.
Matheson, CFA CPA, is Senior Director of Investment Research at CapFinancial Partners LLC.
He joined the firm in 2007.
Prior to joining CapFinancial Partners, Mr. Matheson worked on the fixed income trading desk at Citigroup Global Markets, Inc. in New York, NY as an institutional sales person.
He also worked as a senior auditor for Larson, Allen, Weishair, LLC in charge of financial and plan audits for a variety of health care clients.
Prior to that, he worked as a corporate financial analyst within Wachovia's Treasury Department.
Mr. Matheson earned his BSBA in Finance from Appalachian State University and an MBA in Investment Management from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.
He is a licensed Certified Public Accountant, is a CFA charter holder and holds the following FINRA licenses: 3, 7, 63.
Former positions of Scott T. Matheson
| Companies | Position | End |
|---|---|---|
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Corporate Officer/Principal | 30/12/2006 |
Larson Allen Weishair & Co. LLP
 Larson Allen Weishair & Co. LLP Miscellaneous Commercial ServicesCommercial Services Larson Allen Weishair & Co. LLP is a company based in Minneapolis, MN. | Comptroller/Controller/Auditor | 31/12/2002 |
| Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | 30/12/1999 |
Training of Scott T. Matheson
| Appalachian State University | Undergraduate Degree |
| The University of North Carolina at Asheville | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
| Wachovia Bank NA (Charlotte, North Carolina) | Finance |
Larson Allen Weishair & Co. LLP
Larson Allen Weishair & Co. LLP Miscellaneous Commercial ServicesCommercial Services Larson Allen Weishair & Co. LLP is a company based in Minneapolis, MN. | Commercial Services |
- Stock Market
- Insiders
- Scott T. Matheson
