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Hedy Matteson, portrait

Hedy Matteson

Managing Director, CCO at John W. Bristol & Co.

Firm officerUpdated

Hedy Matteson has been Managing Director, CCO of John W. Bristol & Co., Inc., a New York, NY investment adviser managing $7.07B, since May 2004.

22
Years in role
$7.07B
Firm AUM
157
Firm clients
9
Firm advisers

From Form ADV filed 4 August 2026Form ADV

Career

Hedy Matteson is not listed as a control person, but directly owns between 10% and 25% of John W. Bristol & Co. Hedy Matteson holds a BBA in Accounting from the University of Hawaii (Manoa).

John W. Bristol & Co. is an investment adviser based in New York, NY, registered with the SEC since 1978. It provides investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $7.07 billion, as filed on 4 August 2026. Its fees, ownership and offices are on the firm’s profile.

Hedy Y. Matteson is Managing Director and Chief Compliance Officer of John W. Bristol & Co. She joined the firm in 1998 as Office Manager and was appointed Chief Compliance Officer in 2004. Before joining the firm, she was with Morgan Lewis Githens & Ahn, Inc., an investment banking boutique, for twelve years as Office Manager.

Credentials

Professional designations

Listed by John W. Bristol & Co.

  • IACCP®

Key facts

CRD
5029516
Firm
John W. Bristol & Co. · CRD 105597
Role
Managing Director, CCO
In role since
May 2004 · 22 years
Control person
Not listed
Direct ownership
10% to 25%
Firm headquarters
New York, NY
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Hedy Matteson work?

Hedy Matteson has been Managing Director, CCO of John W. Bristol & Co., Inc. since May 2004.

Source: Form ADV, Schedule A, filed 4 August 2026

How can I verify Hedy Matteson’s record?

Hedy Matteson’s role is listed on John W. Bristol & Co., Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 105597.

Source: Form ADV, Schedule A, filed 4 August 2026

Leadership at John W. Bristol & Co.

Sources

  1. IAPD individual lookup, CRD 5029516, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of John W. Bristol & Co., Inc., filed 4 August 2026. Title, control and ownership bands.
  3. John W. Bristol & Co. team page. Biography, education, credentials, awards and the portrait, reproduced for identification.