Matheson Russell was a Financial Analyst at Marotta Wealth Management, aiding the firm in their financial paperwork and analysis.
He began work with the firm in 2011 as an intern and then independent contractor for Marotta Wealth Management. At the same time, he worked seasonally for Skeen Law Offices assisting with tax preparation. Then in 2014, he officially joined the team as our tax and Roth conversion specialist and also joined Krisan’s Back Office, doing financial data management as a Portfolio Center specialist. He retired in 2020.
Matheson holds a B.A. in Religious Studies from the University of Virginia and lives in Charlottesville with his wife, Megan.