"The addition of Michael to our Founders Circle will bring invaluable expertise to our company and clients," said WealthGuard founder and CEO, Roger Gershman.
San Francisco, California (PRWEB) July 31, 2013
WealthGuard Inc., an independent consultancy that provides objective, expert guidance and resources to individual investors, announced today the addition of Syracuse University’s Michael Mattson to their Founders Circle. Mattson, presently the Executive Director in the Office of Gift Planning, brings 30+ years experience in the financial industry to WealthGuard and the services they provide.
"The addition of Michael to our Founders Circle will bring invaluable expertise to our company and clients," said WealthGuard founder and CEO, Roger Gershman. "Our success has been guided through solid, qualified input from our advisers and we are very excited to add Michael to this list of notable contributors.”
Leading the gift-planning program to support Syracuse's recently completed $1 billion capital campaign, Mattson and his staff generated planned gifts of over $300 million. Prior to joining Syracuse University, he served in leadership capacities at colleges and universities in Nebraska, North Carolina, Texas and New York. Additionally, Mattson was an executive officer in the banking industry in Nebraska and Iowa.
"I'm looking forward to contributing to an already impressive team and extremely valuable new public service," Mattson said, commenting on his new position as a member of WealthGuard's Founders Circle. “Providing unbiased, transparent advice to high net worth investors, and keeping their advisor’s performance in check, is a major and worthwhile undertaking.”
The WealthGuard Founders Circle is a group of leaders in and around the financial services industry who bring relevant experience and influence to the direction and growth of WealthGuard. In addition to Matteson, the WealthGuard Founders Circle consists of: Chairwoman Jan Blaustein Scholes, a director at various companies in the Bay area; Ben Stuart, a leading marketing executive in financial services, currently directing U.S. Advertising & Global Agency Relations at American Express; Benette Zivley, an attorney and the former Texas Securities Commissioner; Barry S. Baer, a full-time financial management operator and consultant and Chief Financial Officer; and Douglas H. Dolton, an experienced entrepreneur and consumer financial services industry CEO.
WealthGuard provides independent, objective and expert guidance and resources to individual investors. We serve only the best interests of clients, not advisors, banks or brokerage firms. Transparency in wealth management is more than our slogan—it’s the way we do business. Please find us on the web at: wealthguardinc.com or call 888-802-3935 or visit our site at http://www.wealthguardinc.com.