Stuart Bradshaw Matheson

Current Employers

Employment History

• 01/2020 → Present
  Olympus Wealth Management
  Cottonwood Heights, UT
• 01/2020 → Present
  Matheson Pllc
  Kaysville, UT
• 05/2016 → Present
  Paul T. Walton, Jr. Charitable Foundation
  Kaysville, UT
• 08/2014 → 12/2019
  Hale And Wood Pllc
  Holladay, UT

Previous Registrations

• 2020-05-08 → 2023-10-26
  Olympus Wealth Management, Llc
  Cottonwood Heights, UT

Other Businesses

Matheson PLLC | Investment-Related | 7722 S Keswick Rd, Cottonwood Heights, UT 84093 | Law Firm through which I act as the Executor/Personal Representative/Trustee for the estate of a deceased client and related trust(s) | Attorney/Manager | Sole Owner | Matheson PLLC was started January 2020, but I have served in the fiduciary capacities listed above prior to that date | Approximately 10 hours per month, 2 of which are during trading hours | Duties include acting as sole-owner to handle all compliance, accounting, operations, of Matheson PLLC and to serve in fiduciary capacities described, above, which include overseeing investment portfolio for the estate. Paul T. Walton, Jr. Charitable Foundation | Investment-Related | 7722 S Keswick Rd, Cottonwood Heights, UT 84093 | Charitable Private Foundation | Executive Director | Start date of May 17, 2016 | Approximately 10 hours per month, 2 of which are during trading hours | Coordinate management of endowment, charitable distributions, and compliance, including operations and serving on investments subcommittee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-08

Other Names

• Stu Matheson
• Stuart Matheson