Matthew J Wiseman

Current Employers

Employment History

• 06/2008 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 06/2008 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

Trustee of brother's trust for children, start date February 2021, no compensation.Rotary Club of Cleveland. 200 Inman St East Cleveland, TN 37311. Board of Directors, Secretary. Start date 08/02/2021. Spend 10 hours per month outside business hours. No compensationUnited Way of the Ocoee Region Add: 85 S Ocoee St. Cleveland, TN 37311 Title: Board of Directors and Investment Committee member Role: The 3 other committee members and I will meet quarterly to review United Way's endowment investment account, to make sure they are invested by the 3 non-Equitable firms according to the existing IPS. I will not be making direct investment recommendations or handling any funds. United Way is very active in our community. Undoubtedly I have clients in the community who donate to the United Way and whose funds ultimately end up in this endowment. I will not be soliciting donations for the United Way. Start date: 04/01/19 Hours/Month: 2 Yearly Comp: 0United Way of Ocoee Region 85 S Ocoee St, Cleveland, TN 37311, Board Member, Oversee and direct the activities of the organization, 08/05/2021, 2 Hours per month. Power of Attorney for Wife; Waypoint Cleveland, LLC 4160 Ocoee St N, Ste 9 Cleveland, TN 37312, Owner, LLC set up to only administer the employment of non-Equitable employees and provide an extra layer of liability protection for employees,01/01/2025, 0hrs/mo.

Exams

• S66 Uniform Combined State Law Examination
  2008-09-02

Other Names

• Matt Wiseman