Founded in 2002, SCS Financial is a Boston-based investment firm offering wealth management services to ultra-high net worth individuals and institutions. Its comprehensive suite of services includes elite wealth counseling, investment management, and client service operations.
Chief Investment Officer and Chair of Investment Committee
Peter Mattoon
Co-Founder and Executive Chairman
1 past transactions
Matheys Lane Capital Management
Acquisition in 2021
Matheys Lane Capital Management is an investment advisory firm based in Providence, Rhode Island, established in 2008. The company specializes in delivering a comprehensive range of investment advisory, financial planning, and tailored wealth management solutions specifically designed for ultra-high net worth families and family offices. As a Registered Investment Adviser, Matheys Lane is committed to offering personalized services and strategies aimed at meeting the unique financial goals and needs of its clients. The firm's executive management team oversees the management of its assets, ensuring a high level of expertise and attention to the financial well-being of its clientele.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.