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Ken Mathieson, Wealth Expert at Laidlaw Asset Management LLC | WiseIntro Portfolio

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Ken Mathieson, Wealth Expert at Laidlaw Asset Management LLC | WiseIntro Portfolio

Ken Mathieson

Wealth Expert

Laidlaw Asset Management LLC

Ken Mathieson is a respected presence in the financial community who serves as founding partner and managing director with Laidlaw Asset Management, LLC. Engaging closely with families and individuals of high net worth, Ken Mathieson pursues balanced, risk-adverse pathways toward retirement, educational, and legacy planning.

Previously a Morgan Stanley wealth manager, Mr. Mathieson offered a range of coordinated solutions that included 401(k) retirement plans and stock option administration. As a Smith Barney advisor for 13 years, he specialized in corporate services and facilitated integration between Citigroups Private bank and Smith Barney operations.

Throughout his career, Mr. Mathieson has emphasized fundamental research and general market analysis that has helped drive consistent results. A philanthropically focused professional, Ken Mathieson has served as president of the Franklin Lakes Education Foundation. He holds a master’s of business administration degree earned at Fairleigh Dickinson University and enjoys family activities and golfing in his free time.

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  • address Franklin Lakes, NJ, US
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