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Erik Mathieson

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Erik Mathieson

Financial Advisor | Steward Partners

New York, New York, United States

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Erik Mathieson

Summary

Erik Mathieson is a seasoned financial professional with extensive experience in wealth management and investment strategy. As a Founding Partner and Managing Director at Steward Partners, he leads a team that specializes in portfolio management, estate planning, and alternative investments for a diverse clientele. With a career that began at Morgan Stanley, Erik has honed his skills in providing bespoke financial solutions tailored to the unique needs of families and institutions alike. His educational background includes a B.S. in Business from the University of Pittsburgh, laying a solid foundation for his expertise in finance. Erik is known for his strategic approach to financial advisory, combining industry knowledge with a commitment to client success. His leadership experience and dedication to excellence have positioned him as a trusted advisor in the financial services sector. Outside of work, Erik is passionate about philanthropic services and business succession planning, reflecting his commitment to making a positive impact in the community.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Erik Mathieson

Work Experience

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Founding Partner - Managing Director - Wealth Manager at

Steward Partners

June 2014 - Present

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Erik Mathieson

Education

University of Pittsburgh, B.S., Buisness

January 1986 - January 1990

Frequently Asked Questions about Erik Mathieson

What is Erik Mathieson email address?

Erik Mathieson's primary email address is **************@stewardpartners.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Erik Mathieson work for?

Erik Mathieson is a Financial Advisor at Steward Partners.

Where Erik Mathieson graduated from?

Erik Mathieson holds a degree in null from University of Pittsburgh.

How can I directly contact Erik Mathieson?

To contact Erik Mathieson directly, you can use the email address **************@stewardpartners.com. Complete contact information is available upon registration with Muraena.

Who is Erik Mathieson?

Erik Mathieson is a seasoned financial professional with extensive experience in wealth management and investment strategy. As a Founding Partner and Managing Director at Steward Partners, he leads a team that specializes in portfolio management, estate planning, and alternative investments for a diverse clientele. With a career that began at Morgan Stanley, Erik has honed his skills in providing bespoke financial solutions tailored to the unique needs of families and institutions alike. His educational background includes a B.S. in Business from the University of Pittsburgh, laying a solid foundation for his expertise in finance. Erik is known for his strategic approach to financial advisory, combining industry knowledge with a commitment to client success. His leadership experience and dedication to excellence have positioned him as a trusted advisor in the financial services sector. Outside of work, Erik is passionate about philanthropic services and business succession planning, reflecting his commitment to making a positive impact in the community.

Erik`s contact details

mail

**************@stewardpartners.com

Colleagues

Lennie Walters

Financial Advisor

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Brad Coyle

Associate Consultant

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Carl Gravina

Director of Business Development

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Peter Frisch

Dean of Students

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Peter Shanahan

Financial Advisor, Training Manager & District Manager

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Cary Kortze

Wealth Management Advisor

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Matthew Zitwer

Student Ambassador

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Wes Devoe

Financial Advisor

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Linda Rozycki

Assistant Manager

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