CEO
Mr. Calhoun is the Chief Executive Offer of Laidlaw Wealth Management and Naples Wealth Planning – wholly owned subsidiaries of Laidlaw Holdings. Previously Mr. Calhoun was the President of a Private Investment Boutique firm in MD/DC Metro market and prior to that was a Managing Director with Well Fargo Advisors Financial Network (FiNet), the Independent Advisor Channel of Wells Fargo Advisors. Mr. Calhoun has also held leadership roles with Smith Barney and Legg Mason. He began his career as a Financial Advisor with Merrill Lynch.
Mr. Calhoun at different times in his career has had responsibility for Practice Management, Business Development, Recruiting, Products & Services and M&A. In addition, he has been a Financial Advisor, Sales Manager, Branch Manager, Regional Director, Senior Leader and most recently President and equity partner of a private investment management company.
Mr. Calhoun who is married with three children enjoys coaching youth athletics and is also the former President of the Montgomery Township Baseball Softball Association. In addition, he is active with both his alma mater, Cornell University (Ithaca, NY) and high school, LaSalle College High School (Wyndmoor,PA) and is a member of the Maxwell Football Club’s Board of Directors.
Managing Partners
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.
Keith graduated from the Villanova School of Business at Villanova University with a BS in Business Administration, majoring in Finance. An active participant in the Villanova Alumni community, Keith is a member of the Villanova Financial Club where he serves as the Chairman of the Internship Committee. The group provides mentorship and internship opportunities to current University students.
Management Team
Prior to joining Laidlaw, Ms. Angelo served as Director, Client Onboarding at Knight Capital Group and its successors and was also the Head of Credit, Risk & New Accounts at Tullett Prebon. She has also managed the onboarding of clients at Credit Lyonnais and Baring Securities Inc. Ms. Angelo’s experience includes an in-depth understanding of multiple asset classes (domestic and international), client workflows and client experience from onboarding to offboarding and partnering with internal stakeholders to ensure optimal processing.
Ms. Angelo currently holds the Series 99 license and resides in Middletown, NY with her husband and two children.
Katina’s primary responsibilities include account maintenance, money movement, and client service. As a client service associate, she cares for Laidlaw Wealth Management throughout all phases of the client service commitment and provides executive and operational backing for the advisors and team.
In 2010 Katina earned her BA in Merchandising from LIM College in NYC. She currently resides in Great Neck, NY with her husband Andrew.
