Erik Mathieson is a financial professional with extensive experience in wealth management, currently serving as Founding Partner, Managing Director, and Wealth Manager at Steward Partners Global Advisory since June 2014. At Steward Partners, Erik specializes in portfolio management, estate planning, alternative investments, and various financial services for family, institutional, and multigenerational investors. Prior to this role, Erik held the position of Senior Vice President and Wealth Manager at Morgan Stanley from 1999 to 2014 and served as a Financial Advisor at Prudential Securities from 1991 to 1999. Erik holds a Bachelor of Science degree in Business from the University of Pittsburgh, earned between 1986 and 1990.
Sign up to view 0 direct reports
Get started