Matson Money
Investment Management
Mason, Ohio, United States
77 employees
- Employees
- 77
- Contacts
- 2
- Emails
- 2
- Phones
- 2
Matson Money Overview
- Headquarters
- Mason, Ohio, United States
- Phone Number
- Available in AeroLeads
- Website
- matsonmoney.com
- Industry
- Investment Management
- Employees
- 77
- Founded
- 1991
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Matson Money
Matson Money is a multi-generational registered investment advisor company founded in 1991 by Mark Matson. They are transforming the investing experience by helping investors discover their true purpose for money and aligning client’s investment strategies with their values. Matson’s unique approach to investing is firmly grounded in Nobel Prize-winning academic investing principles. Matson Money is creating capitalism and investing as a tool for global prosperity. This content is based on the views, opinions, beliefs, or viewpoints of Matson Money, Inc. This content is not to be considered investment advice and is not to be relied upon as the basis for entering into any transaction or advisory relationship or making any investment decision. All of Matson Money’s advisory services are marketed almost exclusively by either Solicitors or Co-Advisors. Both Co-Advisors and Solicitors are independent contractors, not employees or agents of Matson. Other financial organizations may analyze investments and take a different approach to investing than that of Matson Money. All investing involves risks and costs. No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, guarantee profit, or protect against loss. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS Advertising disclosure: https://www.matsonmoney.com/advertising-disclosures
Matson Money Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
- Phone contacts
- 2
- 66.7% coverage
Matson Money Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Margaret Wittkopp | Veritas Financial Services, Owner | Plymouth, Wisconsin, United States |
Email
Phone
|
| Michelle Matson | Vice President - Research & Development | Scottsdale, Arizona, United States |
Email
Phone
|
| Dan List | Cco and Director of Portfolio |
View
|
Employees by Management Level
Individual contributor
13 profiles
Director
6 profiles
Manager
5 profiles
Senior / Lead
4 profiles
Executive
3 profiles
Associate / junior
2 profiles
VP / Head
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 9 | 9 | 2 |
| Executive | 5 | 5 | 1 |
| IT | 3 | 3 | 1 |
| Finance | 3 | 3 | 1 |
| Sales | 3 | 3 | 1 |
| Marketing | 2 | 2 | 1 |
Matson Money Tech Stack
Engineering
3 profiles
Cloud / infrastructure
1 profile
Product / design
1 profile
Security
1 profile
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