Matthew Straut, CIMA®

Matthew Straut, CIMA®, has an extensive work experience in the financial industry. Matthew is currently serving as the Chief Revenue Officer at Clearnomics since April 2022. Prior to that, they held the position of SVP, Chief Distribution Officer at EQIS Capital Management, Inc. from November 2019 to April 2022. Additionally, they founded MAAC Solutions, LLC in May 2019 and continued to be associated with the company until April 2022.

Earlier in their career, Matthew worked at OppenheimerFunds as the SVP, Head of RIA & Personal Investing Channels from October 2014 to May 2019. Matthew also held various roles at Wells Fargo Asset Management, including RIA & DCIO National Sales Manager from January 2014 to October 2014 and RIA Sales & Strategic Relationships Manager from February 2008 to January 2014.

Matthew's career in the financial industry started at Managers Investment Group, where they served as a Regional Manager from February 2000 to August 2007. Prior to this, they worked at Scudder Investments as an RIA Sales Director from February 1996 to February 2000. Throughout their career, Matthew has gained valuable experience in sales, distribution, and leadership roles within the finance sector.

Matthew Straut, CIMA®, obtained their Bachelor of Science (BS) degree in Marketing from the Providence College School of Business from 1990 to 1994. Matthew then pursued executive education at The University of Chicago Booth School of Business. In 2009, Matthew obtained the Certified Investment Management Analyst (CIMA) certification from the Investments & Wealth Institute. In addition to their academic achievements, Matthew also holds several certifications from FINRA, including the Series 24 certification obtained in July 2008, the Series 7 certification obtained in July 1998, the Series 6 certification obtained in June 1996, and the Series 63 certification obtained in May 1996.