Ken Mathieson | Managing Partner, Financial Advisor

Ken draws on more than 30 years of experience and expertise in areas of Asset Management, Financial Planning, Corporate Executive Services (401k, stock plan administration & benefits), Asset/Liability insurance coverage, and general market analysis. Prior to assuming his role at LWM, Ken Mathieson spent time as a wealth management professional with a number of notable financial institutions including Steward Partners, Morgan Stanley, Smith Barney and Prudential Securities.

Ken holds a bachelor’s degree from the State University of New York Maritime College and a Master of Business Administration in Finance from Fairleigh Dickinson University. Beyond his professional responsibilities, he spends time engaging with various community and philanthropic organizations, including the Franklin Lakes Education Foundation, of which he served as president. He enjoys golfing and spending time with his family.