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Erik Mathieson
Erik Mathieson
Financial Advisor | Steward Partners
New York, New York, United States
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.
Erik Mathieson
Work Experience
Founding Partner - Managing Director - Wealth Manager at
Steward Partners
June 2014 - Present
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
**************@stewardpartners.com
Colleagues
Financial Advisor
Associate Consultant
Director of Business Development
Intern
Dean of Students
Financial Advisor, Training Manager & District Manager
Wealth Management Advisor
Student Ambassador
Financial Advisor
Assistant Manager