Mr. Matesic has 31 years of experience in all forms of personal trust and estate administration matters, including planning, administration, management,  taxation, asset allocation, investment manager selection, operations, troubleshooting,  and compliance. He has experience as a senior fiduciary officer not only with Fortune 500 bank trust departments, but served as Chief Operating Officer of a Houston-based private trust company, and was also the head regional officer and a director of a major brokerage trust subsidiary. 

Furthermore, he has extensive knowledge of private foundations, in particular with  planning, initial set-up, administration, taxation and compliance. Since 1976, Mr. Matesic has been centrally involved with both the planning and establishment of more than 20 private family foundations, ranging in size from $250,000 to over $360 million. At one point in his career, he was entrusted with the overall administrative responsibility for more than $440 million in charitable trust and private foundation assets. 

Mr. Matesic holds a BA in Accounting from Thiel College, Greenville, PA, and an MS in Taxation from Robert Morris University in Pittsburgh. A former Texas-licensed Registered Investment Advisor, he is also recognized as an Accredited Estate Planner (AEP) by the National Association of Estate Planners & Councils.

With a long history of not-for-profit volunteer and leadership roles, Mr. Matesic is a former Chairman of the Board and Executive Committee member of the Dallas Lighthouse for the Blind, and is a Director (and former Chairman) for the multi-million dollar Dallas Lighthouse Foundation. In May of 2000, Mr. Matesic successfully secured the Plano Rotary Foundation’s recognition of tax-exempt status from the Exempt Organizations Division of the IRS. A Trustee of the Plano Rotary Foundation, he is a past director of the Plano Rotary Club, and former Chairman of the Investment Committee for the Dallas Rotary Club Foundation.