This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Crystal Mathis
Chief Marketing Officer at SignatureFD
Speaker

Profile

Crystal Mathis is a business leader who enables founders to bring their visions to life through resourceful marketing strategies that produce outsized, needle-moving results. She is also a trusted advisor for founders and CEOs, from startups to mid-cap organizations

Career History:

Mathis‘ role as Chief Marketing Officer and Partner at SignatureFD, the largest, privately owned registered investment advisor in the southeast, showcases just a slice of her impact. She pioneered the firm's first marketing department and crafted a rock-solid brand promise that became the bedrock for the organization's growth, service quality, and partnerships. Her strategies significantly pumped up website traffic, soaring from a few hundred users to a whopping 16,000 per quarter. Additionally, she diversified revenue streams and engineered a system that rakes in over double the investment in digital marketing. She also collaborated with the co-founders to streamline the lead-to-close process, slicing down timeframes. Being the first black woman in SignatureFD's elite C-Suite, Senior Leadership Team and Partner group speaks volumes about her groundbreaking leadership. Prior to SignatureFD, Mathis led the communications strategies for Cardlytics, a global fintech company headquartered in Atlanta, during their initial public offering on NASDAQ, helping to elevate their brand narrative amongst potential investors. Before that, Mathis managed several B2B and B2C clients with Porter Novelli, a top global marketing agency. During her tenure, she worked with founders and co-founders to develop and tell their unique stories amongst key audiences. Most notably, she spearheaded the local media strategy for Atlanta's National Center for Civil and Human Rights. Crystal Mathis is a business leader who enables founders to bring their visions to life through resourceful marketing strategies that produce outsized, needle-moving results. She is also a trusted advisor for founders and CEOs, from startups to mid-cap organizations.

Awards:

In addition to several Public Relations Society of America awards, she has been recognized as a '40 under 40' professional by the Atlanta Business Chronicle and nominated for Chief Marketing Officer of the Year by Wealth Management Magazine. Crystal is also regularly quoted in local business and industry publications on the fundamentals of marketing.

Non-Profit Board Service:

Beyond her professional accomplishments, Mathis is deeply committed to social causes, previously serving as vice-chair for Rainbow House, a board member for Innovative Solutions for the Disadvantaged and Disabled, and currently serving as a board member for The Orange Duffel Bag Initiative.

Education & Mentorship:

Mathis holds a bachelor's degree in communications from the University of South Florida and is actively involved in mentoring junior professionals and speaking at colleges on marketing and career pathing. Additionally, she leads an online community of women executives, moderating discussions around women in business, self-advocation, and navigating pay disparity.

Agenda Sessions

  • NextGen Mentor-Mentee Speed Dating

    2:00pm
  • Industry-leading CMOs: What’s Driving Organic Growth

    3:40pm