Stuart Matheson

Stuart serves as the Chief Strategy Officer at Diversify, where he leads the firm’s overall strategy, laser focused on helping advisors more effectively serve their clients and grow their practices. With over 15 years of experience serving clients, Stuart understands what advisors need to be successful and enjoy their careers, which is THE driving force of company strategy.

Prior to joining Diversify, Stuart served clients in financial services, estate and business planning, as well as wealth management, first as a lawyer and more recently as a senior wealth adviser. Stuart has worked at large global and small local law firms, as well as a boutique multi-family-office registered investment adviser, leading teams, divisions, and companies. Along the way, he focused on curating an excellent client experience, paired with an efficient internal process to ensure that clients’ best interests are served seamlessly and profitably. He spent considerable time evaluating and implementing cutting-edge technologies, industry best practices, and novel innovations. In doing so, he learned to consider the regulatory, profitability, practical, and human implications that come with adopting change in client-service companies. He finds great joy in listening to ideas, asking questions, and finding elegant solutions, oftentimes where no one thought improvement was possible.

Stuart holds a Juris Doctor degree from Harvard Law School and a Bachelor of Arts degree in Economics, with a minor in Business Management, from Brigham Young University. He maintains a series 65 securities registration.

When he’s not in the office, Stuart enjoys spending time recreating with his wife and children, particularly snow skiing, hiking, mountain biking, camping and canyoneering. He lives in Salt Lake City, UT, where he is actively involved in his community and leads a charitable foundation.