Our People

Scott T. Matheson, CFA, CPA

Scott T. Matheson, CFA, CPA

Senior Director, Investment Research

  • Raleigh, NC
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4208 Six Forks Road, Suite 1700

Raleigh, NC, 27609

919.870.6822 | LinkedIn Profile

Scott joined CAPTRUST in 2007 and is currently a senior director and 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.


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®) and 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