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Welcome New Member Jo Matheson
Matheson 

Jo Matheson, Sr. VP/Wealth Managemnt Comerica Bank  

 

Jo grew up in West Los Angeles where as a young child her grandmother introduced her to the entertainment world. Jo especially enjoyed dancing and joined a group performing on stage. After her high school graduation, she pursued the world of beauty and design.  Jo soon learned she had a knack for numbers and changed careers. She went to work for JC Penney in the credit division.

 

In 1980, Jo would learn  that her life was about to change. Her husband was being transferred to Northern California. So they bid farewell to the L.A. and made the trek North with their young daughter, Jennifer. The Matheson family quickly grew to appreciate San Jose and decided it would be their new hometown.

 

Jo stayed home to take care of Jennifer for a few years, before entering the world of finance. She joined Pacific Valley Bank in Cupertino in the early ‘80s working in the operations division.  She put her skills to good use there and when she was promoted to a management position, she managed several branches in Cupertino and Saratoga.

 

During this time Jo was active with Cupertino Chamber of Commerce. She became an Ambassador with the Chamber and was recognized for her outstanding efforts in membership drives. After transferring to Saratoga, Jo became involved with the Saratoga Chamber, serving as a board member and helping to organize “Celebrate Saratoga” events in the '90s. She was also member of the Los Gatos-Saratoga Soroptimists.

 

In 1994 Pacific Western was acquired by Comerica Bank. At this time Jo became Vice President with the Private Banking Division in Downtown San Jose and in 2000, she was promoted to Senior Vice President. Jo has stayed in wealth management because she finds it extremely rewarding to help her clients achieve their financial goals. Over the years Jo has worked with many non-profits.

 

Jo spends her spare time being a novice at golf and enjoys spending time with her daughter who now lives in Santa Clara. She enjoys reading a great suspense novel along with a glass of good red wine and dog Oliver at her side.


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